Trusts are a popular estate planning strategy because they accomplish multiple goals at once, including privacy, greater layers of control and allowing for support to the beneficiaries that you choose. When it comes to thinking about your taxable estate, you may be able to move some assets inside a trust for proper management, thus giving up control.
Trusts are a popular estate planning strategy because they accomplish multiple goals at once, including privacy, greater layers of control and allowing for support to …
If you currently own an asset that you anticipate is going to appreciate over the coming years, you may want to take advantage of exclusions …
The Tax Relief Unemployment Insurance Reauthorization and Job Creation Act was signed into law in December 2010. This made significant changes to federal estate taxes, …
There are many different kinds of trusts and you might use one or more to accomplish the goals in your estate plan. Because trusts can …
If you are looking ahead to your future estate taxes and looking for a strategy to minimize them, a consultation with an estate planning lawyer …
Many people often make the mistake of assuming that their will controls the distribution of their full estate. It’s easy to forget that certain aspects …
When you pass away, your estate could be taxed above certain thresholds established on an annual basis. This has risen to $11.7 million in 2021 …
A recent study completed by Greenwalt Research and the Employee Benefit Research Institute determined that employees are facing significant anxiety and stress when it comes …
You want to keep administration and tax costs as low as possible but there are other items that should be important to you as part …
If a loved one has been diagnosed with a debilitating illness or dementia, there is a good chance that they will need care in a …
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