“My wife died last November. Most of our assets were titled in our Living Trust and I was able to avoid probate. Also, I bought my house in 1959, so you can imagine what the capital gain is in it. With the Living Trust (and property agreement), my house has a new tax basis. If I decide to sell it, right there the estate plan I got will probably save me over $100,000 in capital gains taxes.”

Dave S.