Using Trusts to Protect Your Assets: Is It Right for You?

We often talk about trust planning on Life Happens Radio. But is a trust right for you? What benefits can you receive? How do they work? Why are trusts important and when should you create one?

On Saturday, February 16th, attorneys Lou Pierro and Frank Hemming answered those burning questions during our Life Happens Radio show. They also described different kinds of trusts geared for Medicaid planning, Veteran’s Benefits and Special Needs, as well as aspects involving Basis Step-up, and impact on the STAR exemption.

Listen to this podcast to learn how you can make an informed decision about trust planning.