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Registered
Join Date: Jul 2001
Location: Cave Creek, AZ USA
Posts: 44,680
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We didn't discuss any IRS stuff other than the estate tax, which we're way, way too poor to worry about, even though I'm sure it will change again a few more times before we're gone. I sort of came away thinking a revocable trust covers any asset with paperwork or a title and the rest can be written up in a pore over will. Other than the houses, vehicles and retirement/brokerage accounts, we wouldn't have anything else to warrant a trust. Can this be done easily AND effectively with Legal Zoom?
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2020 BMW R1250GS
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