Recently, I wrote an article about how to use debt as a tool in estate planning. Today, I will provide you with a specific example of how to accomplish that by discussing how a trust can make a private loan to the beneficiary of the trust. Imagine this scenario. Mom and Dad die, leaving their […]
The practice of estate planning is more than just the preparation of Wills, Trusts, Powers of Attorney, and Living Wills. We also consult with many clients regarding how to structure their wealth. This could include how to manage debt and use debt as a tool in estate planning.