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Old 10-04-2017, 11:36 AM
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Blade Gunner Blade Gunner is offline
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Originally Posted by Khromo View Post
I greatly appreciate all the sound advice you folks have taken the time to give me. I truly appreciate it!!!

I went ahead and talked to a lawyer last night, but he wanted $1,800, and that sounds like the high side, so I am going to check out some of the other leads you folks have provided and see if I can save a few bucks.

I hope you all have some good luck for having helped me out! Maybe some day I can return the favor!

The actual trust documents are usually straight forward assuming all you’re trying to do is avoid probate. If you have significant assets, there is a fair amount of paperwork and filings to get these into the trust (deeds etc). If you’re setting up a trust to cover both you and your wife, usually this results in an A B trust, (with successor trustees and beneficiaries) designed to minimize or eliminate estate taxes to your non spousal heirs.

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