I live in Georgia and my daughter lives in Florida. I have a SMG that I have owned for 40 years. Would it be possible to use a trust to permit transfer to my daughter upon my death? Who should I contact about handling this?
I don't think you have to have a trust for a true inheritance. I think that is a form 5 transfer $0.
Trusts in general are very useful for trans-generational wealth and tax planning in regards to inheritance.