Category Archives: College / Higher Education
Trust Provisions: A-B Trust vs. A Trust; College Planning: How to Fund Higher Education
We frequently mention that trusts are a good way to avoid the probate process, which takes time, costs money, and has an unknown outcome. The A Trust and the A-B Trust are two popular types of trusts to help married … Continue reading
Posted in College / Higher Education, Estate Planning, Family Law, Radio Show: Wealth Preservation and You, Trusts & Estates
Tagged 529 college savings plan, A-B Trust, Campus Pathway, charitable organization, College Planning, death tax legislation, estate plan, estate tax exemption, generation-skipping, home equity line of credit, inheritance tax, irrevocable trust, Jeffrey Morrison, life insurance policy, marital deduction, married couple, Probate, registered financial adviser, student loan, Trust Provisions, UCLA, USC
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