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…
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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…
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…
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…
‘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…
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…
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…
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,…
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…
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…
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