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Why Trusts Matter for Your Family
A trust isn't just for the wealthy—it's a powerful tool for anyone who wants to protect their assets, minimize taxes, and ensure their legacy passes to the next generation exactly as they intend.
Types of Trusts We Help Establish
Revocable Living Trust
- Avoid probate and keep affairs private
- Maintain control during your lifetime
- Easy to modify as circumstances change
Irrevocable Trust
- Remove assets from your taxable estate
- Protect assets from creditors and lawsuits
- Potential Medicaid planning benefits
Charitable Remainder Trust
- Receive income stream during your lifetime
- Immediate tax deduction
- Support causes you care about
2026 Trust Law Updates
Recent changes in trust regulations include:
- Estate Tax Exemption: Currently at $13.61 million per individual
- Reporting Requirements: New beneficial ownership rules for certain trusts
- State-Level Changes: Texas trust law updates affecting administration
- SECURE Act 2.0: Changes affecting inherited retirement accounts in trusts
How We Help You Implement Trusts
At Guy Beyond Tax and Business, we work with you to:
- Analyze your current financial situation and goals
- Recommend the right trust structure for your needs
- Coordinate with estate planning attorneys
- Ensure proper tax treatment and reporting
- Provide ongoing trust tax preparation services
Ready to Protect Your Legacy?
Let's discuss how a trust can help you build and preserve generational wealth.
Schedule a Consultation