Not sure where a Credit Shelter Trust fits in.
Living Trusts were overhyped some years ago. Especially since retirement accounts typically should not be placed into them.
Hayden wrote:Questions to ask:
When does their contract with the USG end?
What happens when their contract ends?
abuss368 wrote:I used to play those games years ago. Now I don't bother and prefer to keep everything as simple as possible.