Trusts are often touted as smart estate planning tools, but could they actually reduce taxes for your heirs? In this listener mailbag episode, Frank responds to a question from Roger, who asks whether setting up a trust could help his children save on taxes when inheriting investment accounts.

Here’s what we discuss in this episode:

🤔Why many trusts don’t provide tax savings for the average estate

🧾 The current federal estate tax exemption threshold

🏛️ When trusts could be valuable estate planning tools beyond tax savings

⚖️ Working with an advisor AND attorney before making estate planning decisions

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