Having a Trust that is Both “Dated” and Irrevocable can be Hazardous to your Wealth.

July 26, 2017

Irrevocable trusts that were set up a few years ago (as well as many trusts that are still being set up today) which have provisions that are “etched in stone,” may later, due to changing laws or family circumstances, operate in a way that was completely unexpected. Continue reading