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Wealth Advisors | Greg Young
At Wealth Advisors, it’s all about helping create your best 2nd Half. Our focus is on you. Your hopes. Your dreams. Your win. We call it 2nd Half WEALTH.
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Daily Archives: December 13, 2016

Should You Put Your Home Into a Trust?

2nd Half (Retirement) PlanningBy Cathy MartinDecember 13, 2016

The arguments for & against this estate planning decision. Uncommon, or uncommonly wise? Occasionally, a couple or a family will elect to put their home into a revocable living trust, a charitable remainder trust (CRT) or a qualified personal residence trust (QPRT). There are advantages and disadvantages to doing this. People make this move for…

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