While no absolute rules exist for determining when a living trust should or should not be used in estate planning, certain situations do warrant the use of a living trust more frequently than others. This article discusses 12 situations where a living trust might be desirable.

Heroes Act Allows Rollover of Military Death Payments to Roth IRAs and Coverdell Savings Accounts; Final Regs Ease Tax Consequences for CRTs with Unrelated Business Taxable Income; IRS Increases Optional Standard Mileage Rate; Proposed Rules Address Effect of Will or Trust Provision Specifying Source of Charitable Contribution; Applicable Federal Rates (AFR) for July 2008.

This tip shows you how to use the HIPAA form included in Cowles Trust Plus.