Review: I decided I needed to write this review to warn future clients of possible problems setting up a TRUST, which was not the right decision for my particular situation for the following reasons:
1. I found out you can’t put retirement accounts, IRAs, pensions, etc. into a trust. However, most of my assets were in these types of accounts. So, it does not make a lot of sense for me to set up a trust with minimal assets in it.
2. I also discovered that I was expected to set up the trust my... Read More