Why a Living Trust?

In this video, Kyle explains why often a Revocable Living Trust is the most efficient mechanism for the administration and distribution of assets in the event of incapacity and upon death.

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Common Pot Trust

In this video, Kyle explains that equal is not always fair and describes how the Common Pot Trust can provide an fair mechanism to ensure that all beneficiaries of a trust are sufficiently “launched” into adulthood before dividing an estate into shares.

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Step-Up in Basis

In this video, Kyle explains the concept of a “step-up” in basis for capital gains tax and how married couples who own certain assets in community property states have an advantage.

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