07/31/2025 00:17
Subject: Recommend your Trusts & Estates Firm
How much do your have in your regular estate (handled via wills or revocable trusts) that you are siphoning off assets to an irrevocable trust not to be touched until your deaths?
Like enough to retire off of for 20+ years, buy a vacation home, travel, handle any layoff or health emergencies now or end of life?
Anonymous
02/26/2025 14:20
Subject: Recommend your Trusts & Estates Firm
Anonymous wrote:Why do you think you need a irrevocable trust if you don’t mind me asking?
DP here. Tax reasons.
Anonymous
02/26/2025 14:19
Subject: Re:Recommend your Trusts & Estates Firm
Fierst Fink in Rockville
Anonymous
02/26/2025 14:18
Subject: Recommend your Trusts & Estates Firm
Why do you think you need a irrevocable trust if you don’t mind me asking?
Anonymous
02/26/2025 13:56
Subject: Recommend your Trusts & Estates Firm
Catherine Mary Rafferty. We are very happy with the work she did for us.
Anonymous
02/26/2025 12:19
Subject: Re:Recommend your Trusts & Estates Firm
$5-6K is pretty standard. Don't Groupon your estate planning ffs
Anonymous
02/26/2025 11:05
Subject: Recommend your Trusts & Estates Firm
Looking to set up an irrevocable trust and am in curious to know if you have a firm that you would recommend?
Seems like price runs between $2,000 upwards to $10,000.
Anyone have success in this region with a firm that is no more than $3,000?