Michael J. Hausman, JD

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Use bypass trust to minimize estate taxes, postpone distributions

Michael J. Hausman, JD;Lawrence B. Keller, CFP, CLU, ChFC

June 25th 2012

This tool can help married couples make distributions to their children and charities posthumously without giving more than necessary to the government.

Look for alternatives to amending trust

Michael J. Hausman, JD;Lawrence B. Keller, CFP, CLU, ChFC

June 25th 2012

Found yourself with a trust that doesn't work well in the market? Learn how you can change the situation.

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