Skip to main content
No. of Recommendations: 0
carlguernsey: "I've spent the last few hours investigating RVTs for my 77 year old mother, and it does seem like this estate planning tool could be a good choice for her."

I cannot answer your original question, but I your post raised an issue in my mind. Revocable Living Trusts have a number of uses, but they do nothing to reduce federal estate taxes --- all assets in the revocable living trust would still be part of your mother's taxable estate, but would not pass through probate.

Hope this helps. Regards, JAFO

Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.