Forumsee logo
Forumsee » Finance and investment » Personal Finance » Read message
RSS: Subscribe to RSS

Family Residence Into Credit Shelter Trust

Bogleheads • View forum - Personal Finance (Not Investing) - www.bogleheads.org
I am learning more and more about Credit Shelter Trusts ("Bypass Trusts"). I am wondering about this. Let's say that the wife owns the family residence in her Revocable Living Trust. She dies first and her trust directs the creation of a Credit Shelter Trust for the benefit of her widower. Is there any problem or reason not to leave the family residence in the Credit Shelter Trust? Is there some reason that it's a good idea or a bad idea or neither? And if the widower sells the residence and buys another, can he put the new residence in the Credit Shelter Trust. And again, are there good reasons to avoid this or to encourage it?
Date: Sep 24, 2016   


Last videos:

"Wealth doesn't come with a handbook"
"Wealth doesn't come with a handbook"
Copyright music on YouTube - why isn't it blocked?
Copyright music on YouTube - why isn't it blocked?
Here Real Money Doubler with international supply.
Here Real Money Doubler with international supply.
Mark Cuban "Diversification is for idiots"
Mark Cuban "Diversification is for idiots"
Suze Orman - Let the Buyer Beware
Suze Orman - Let the Buyer Beware
Refusing to sign or altering hospital billing admission forms?
Refusing to sign or altering hospital billing admission forms?
Refusing to sign or altering hospital billing admission forms?
Refusing to sign or altering hospital billing admission forms?
Make $150+ Per day Only 20mins WORK
Make $150+ Per day Only 20mins WORK

Cars ·
Travel ·
Pets ·
production-frontend