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Tag Archives: Community Property Trusts

How CPTs create tax savings

How a Community Property Trust Could Save You From Heavy Taxation Down the Road

By Andre O. McDonald |

When it comes to your family’s legacy, every dollar you can save from tax collection counts. One way to keep your assets out of the hands of the IRS is the formation of community property trusts. Last week, we discussed why integrating a community property trust (CPT) into your estate plan is a good idea… Read More »

How Community Property Trusts integrate with your estate plan (and save you on taxes, too!)

Integrating a Community Property Trust into Your Estate Planning

By Andre O. McDonald |

A well-crafted estate plan is comprised of many individual parts, and careful, trust-based estate planning is the best way to preserve your family’s legacy for you and your loved ones. One way couples can get the most mileage out of their estate plans is through community property trusts. This is a special type of… Read More »

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For help with estate planning, special needs planning, elder law or Veteran's Pension Planning needs throughout Howard, Montgomery, Prince George’s, Anne Arundel, and Baltimore County; and Baltimore City, contact McDonald Law Firm, LLC.

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