by Christine | Oct 17, 2012 | Asset Protection, Trusts |
Sometimes you may hear “revocable trusts provide no asset protection” — however, this is only half-true. Trusts are powerful devices. In fact, even “revocable” trusts can afford valuable protection. Consider the case of Frank and Geryl Pearl, as reported in a...
by Christine | Oct 16, 2012 | Charitable Giving |
There is certainly a place for special trusts and foundations, but they are not a requirement. There are many ways people aren’t aware of to be charitable both in your own family and also in your community. Giving can be complicated, especially when it moves...
by Christine | Oct 16, 2012 | Elder Law, Medicare |
Premiums for many popular Medicare prescription drug plans will soar next year – but seniors don't have to take the rate hikes lying down. Hunting season is open! Unfortunately, there’s little sport in this hunt: in Medicare enrollment season, maybe it’s...
by Christine | Oct 12, 2012 | Asset Protection, Corporate Formation, Small Business |
How you go about handling the situation [of a business partnership split-up] can mean the difference between an amicable split, where you run the business as you see fit, and a messy divorce, in which you wind up losing money, clients, resources or other critical...
by Christine | Oct 11, 2012 | Estate Law, Estate Planning, Trusts |
Romney’s [estate planning] vehicle is known as an “intentionally defective grantor trust” or by the acronym IDGT — hence the nickname: “I Dig It.” Such trusts permit donors to give potentially unlimited amounts to children free of estate and gift taxes. All...
