Anonymous
Post 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
Post 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
Post 02/26/2025 14:19     Subject: Re:Recommend your Trusts & Estates Firm

Fierst Fink in Rockville
Anonymous
Post 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
Post 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
Post 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
Post 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?