October 9, 2013 |
What Goes in the Bucket? (i.e. What Can I Use to Fund My Trust?)
Aside from an individual’s Last Will and Testament, a trust is probably the most popular estate planning tool. Trusts, which come in various forms, are ...
Learn MoreWhat Goes in the Bucket? (i.e. What Can I Use to Fund My Trust?)
Aside from an individual’s Last Will and Testament, a trust is probably the most popular estate planning tool. Trusts, which come in various forms, are often used as a vehicle for tax avoidance. Assets in certain Irrevocable Trusts often avoid taxation because, by putting them in such a trust, the owner relinquishes ownership of the assets to a trustee.
When considering whether an estate plan should incorporate a trust, it is important to consider what type of assets within the estate may be transferred to the trust. A recent article discusses certain types of trusts, and the assets that they hold. This is NOT an exhaustive list, but rather a ‘sampler’ of sorts.
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Blogs for October 2013
October 8, 2013 |
Safeguard Your Wealth for Retirement
It is never too early to start planning for a long and comfortable retirement. A major part of retirement planning is safeguarding assets from the ...
Learn MoreOctober 3, 2013 |
Planning With a Baby on Board
The birth or adoption of a new child is a frenzied and joyous time in the parents’ lives. Understandably, estate planning is often the last ...
Learn MoreOctober 2, 2013 |
ALERT: New Rules for Reverse Mortgages
As the costs of long-term care continue to rise, more and more elderly Americans are turning to reverse mortgages in order to fund these costs. ...
Learn MoreOctober 1, 2013 |
Wait, I Did What?!?! Are You Second-Guessing Your ILIT?
Many Americans let out a sigh of relief when the American Taxpayer Relief Act of 2012 was finally signed into law. The signing of the ...
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