video-clip
- Consumer
Using DSUE or Creating Credit Shelter Trust
- What is the deceased spouse unused exemption or DSUE?
- Should you rely on DSUE or instead fund a credit shelter trust.
- How important is basis step up that is lost by a credit shelter trust?
- What about asset location decisions to address basis?
- What is the average return of investors in the stock market?
- Why trusts not outright?
- QTIP.
- Clayton QTIP.
- Disclaimer.
- Capped credit shelter trust.
- State limited credit shelter.