DEAR READER.: With a relatively modest estate such as you have described, I can see absolutely no purpose in setting up a living trust. There are no tax benefits. The only major benefit would be that this could pass outside of probate. Admittedly, this makes it a more expeditious process. On balance, for a modest estate with a properly drawn will, the probate process would be relatively painless.
Bruce Wiliams
Brucce Williams is a contributor to the Motley Fool.
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