May 6, 2014 | Estate Plan
Put Your Trust in a Trust
Now is a great time to evaluate how using a trust can help you achieve your financial goals. The federal gift tax and estate tax ...
Learn MorePut Your Trust in a Trust
Now is a great time to evaluate how using a trust can help you achieve your financial goals. The federal gift tax and estate tax laws give big incentives for using trusts in estate planning. In the pasts, trusts have been used mostly to transfer gifts to children while limiting estate taxes on wealth, but there are numerous other benefits.
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Blogs for Trusts
April 15, 2014 | Beneficiaries
Showdown: Wills vs Trusts
Depending on who you talk to, your estate planning specialist might recommend wills over trusts or trusts over wills. Let’s walk through some of the ...
Learn MoreApril 1, 2014 |
3 Estate Planning Mistakes From Which To Learn
If you haven’t already done your estate plan, perhaps hearing a few horror stories about people who made common mistakes will prompt you to do ...
Learn MoreMarch 26, 2014 |
Some Strategies To Shield Your Money
If you wish to protect your money or assets or are about to receive a sudden windfall such as an inheritance, you may want to ...
Learn MoreMarch 11, 2014 |
‘Gifting’ May Be Penalized By Medicaid
While people can “gift” up to $14,000 each to anyone they want to each year without tax penalty, that tactic is not going to fly ...
Learn MoreMarch 6, 2014 |
Florida Court Ruling Provides Guidance For Those Using Trust For Asset Protection
A recent appellate court ruling in Florida gives former spouses the legal grounds to take funds from a type of trust that was thought to ...
Learn MoreMarch 5, 2014 |
Hoffman’s Will Raises Legal Issues
Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could prove troublesome for ...
Learn MoreFebruary 18, 2014 |
Tax Avoidance Scheme for Wealthy: Move Assets Across State Borders
Not all states are created equal when it comes to income taxes. As part of their estate planning and asset protection schemes, wealthy Americans are ...
Learn MoreFebruary 6, 2014 |
It’s Good Enough for Walmart: Tax Avoidance with a GRAT
Billionaire Sheldon Adelson is not alone in his disdain for estate taxes. As one of the world’s richest men, Adelson has the ability to hire ...
Learn MoreJanuary 30, 2014 |
3 Steps for Baby Boomers Without a Plan
While every mentally competent individual over the age of 18 should have an estate plan in place, it is especially important that Baby Boomers without ...
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