Money Making Sense

Part 1: Is the advantage of a Trust worth the cost?

Do you need a Holographic Will, A Formal Will or a Trust?  Certified Public Accountant, member of UACPA, and Attorney Mike Blackburn of Blackburn & Stoll, LLC explains the differences.  He also tells host Heather Kelly, you need to leave more than $11,000,000.00 before the dreaded “Death Tax” kicks in.

Find how to save money on Estate Taxes, avoid Probate, and even put strings on your money after you’re dead.  But, Mike says the cost to do all that may not be worth it.

You can follow this show on Twitter @MoneyMakingSens and on Facebook.  And to see what Heather does when she’s not talking money, go to her personal Twitter page.

Be sure to email Heather your questions and request topics you’d like her to cover here.

Published: Wednesday December 19, 2018
Runtime: 00:18:31