Keep a record of your gifts. Contribute to a tax-advantaged savings plan. Donate used clothes and household items to any charitable organization. Look into a donor-advised fund. Learn about short-term and long-term finance estate benefits.

Protecting your assets. If you have a lot of creditors or might in the future, then you may want to consider an irrevocable trust. In a revocable trust, the grantor (or the person who creates the trust) retains ownership of all the property.

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5 Reasons You Should Have A Trust

August 24, 2017

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