AboutBruce Julien Expertise I can answer questions on and raise issues clients overlook in the areas of Estate Planning as far as taxes and distribution flow problems, Asset Management as far as appropriateness of assets and allocations for a desired goal and the value a consumer gets for their costs, Tax Planning related to Income and Estates, and Insurance/Annuity questions particularly in light of suitability to the consumer.
Experience I became a CPA in 1991 and began offering financial advice in 1992. I am a Registered Investment Advisor which means I sign off on putting clients' interests first in a fiduciary role.
Education/Credentials BA in Accounting, University of Maryland 1990
Question Under what conditions would you recommend that a person get a Revocable Living Trust?
Other than avoiding probate and confidentiality, what are the advantages and disadvantages of a Revocable Living Trust?
Answer No more reasons - you hit the only two. Many unscrupulous attys push them when unneeded I believe since they bill more. Good attys get you what you need. I do like trusts - just when they are beneficial
See an estate planning atty in your state for the followup
