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An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of ...

The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

The post Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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How Important Is It If Your Estate Planning Be Followed to the Letter?

January 8, 2019

Do you have specific wishes or rules you’d like to place about inherited wealth? An independent and professional trustee might be the right choice as you select and fund your trust. trustee-lawyer-NJ

A professional trustee who is familiar with all of the requirements of him or her can deliver consistent, unbiased and prudent administration of trust assets across multiple generations. An independent professional trustee is far more likely to respect and apply strict application of your trust terms.

There are many different reasons for this but a professional trustee will have internal and external audits and management oversight and written policies and procedures to guide his or her performance in this role. All too often, professional trustees are only sought out after a family has self-destructed due to a previous trustee who didn’t work out.

While a professional trustee might not be able to help to prevent all possible disagreements, the probability of family conflict and problems between beneficiaries and trustees can be dramatically reduced by selecting an independent trustee. The professional trustee must be engaged and have the capacity to work closely with the family to fulfill the many duties and respect the terms of the trust.

 


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can be of assistance.

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Recent Posts
An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of ...

The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

The post Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more