Married? Engaged? Then you should know about the Credit Shelter Trust! This is a popular Trust Fund vehicle used by married couples to make sure the surviving spouse can inherit assets while minimizing losses from tax. It will also protect those same assets until they are passed onto the children or beneficiaries. Listen in and then go Shock The Culture.   

Trust Fund Tuesday will be bringing you some enlightening information about Trust Funds! These are very important vehicles in maintaining wealth over generations and protecting your assets while your alive as well. Each week I will shed light on a different Trust fund function and after listening and taking notes bring it to your ESTATE ATTORNEY which I am not! I am knowledgeable in the field of finance and investing but I am not a licensed estate attorney or advisor. I will make sure that with my information and guidance you will feel more comfortable and knowledgeable when sitting at the table with the professional to make your final decision!