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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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 What is the Best Tax Plan for Legacy Trust for Family?
0
By Harry Margolis
In Irrevocable Trusts
Posted March 11, 2022

What is the Best Tax Plan for Legacy Trust for Family?

Question: We already have an estate plan set up with a revocable trust. Roughly 50% of our liquid assets are in regular and Roth IRAs; we have been moving some funds from our regular to Roth IRAs [...]

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