The Smart Move: Protect Your Biggest Asset by Placing Your Home in a Trust

The Red Wagon Estate Planning & Elder Law Show · Aug 17, 2023 · 27m

Regardless of your financial situation, putting your home in an asset protection trust provides unparalleled benefits—it safeguards the wealth in your home, anticipates future health care needs, and minimizes taxation. Placing your home in a trust is not just a smart financial move, it provides you with the sense of security that comes with continued control and ownership of your home.

Estate tax planning trusts were used more in the past when tax rates were much higher. But today, it makes more sense to use an asset protection trust. An asset protection trust that satisfies the look-back…