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  1. Terry_w

    Making my offset work for me

    Good to hear. And you should always have an offset account for a trust as otherwise the trust money will be sitting in some savings account earning diddly squat while the trust is paying high interest on the loans.
  2. Terry_w

    Making my offset work for me

    If you a dealing with a trust you must also remember the trust's money is not your money. You must keep trust money separate from personal money and should not mix the two. You should do this for a few reasons one being asset protection and the other the laws of fiduciaries. You would be...
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