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Updated almost 6 years ago on . Most recent reply
What are the important documents a living trust should have?
We are in the process of setting up a living trust, but we are not sure what are the important documents we should include in our trust to protect our kids and our investments?
Thanks in advance for your responses?
Ngoc Mai
Most Popular Reply
Ashish Acharya
#2 Tax, SDIRAs & Cost Segregation Contributor
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Ashish Acharya
#2 Tax, SDIRAs & Cost Segregation Contributor
#2 Tax, SDIRAs & Cost Segregation Contributor
- CPA, CFP®, PFS
- Florida
Originally posted by @Ngoc Mai:
We are in the process of setting up a living trust, but we are not sure what are the important documents we should include in our trust to protect our kids and our investments?
Thanks in advance for your responses?
Ngoc Mai
You really need to talk to your attorney. Have you considered tax implications?
I have seen individuals paying 10x to correct their own work when they need professional help.
- Ashish Acharya
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