by Christine | Dec 8, 2014 | Asset Protection, Beneficiary, Elder Law, Estate Planning, Estate Tax, Inheritance Tax, Living Trust, Probate, Trusts, Wills |
By keeping even modest sums of money protected, trusts can ensure that your wishes for your money will be honored into the future. A recent article by the Motley Fool,titled "5 Things You Didn't Know — but Should! — About Trusts," sheds some...
by Christine | Dec 5, 2014 | Asset Protection, Conservatorships, Cost Basis, Estate Planning, Estates, GRATs, Guardianships, Inheritance, Living Trust, Power of Attorney, Probate, Tax Planning, Taxation, Trust Taxation, Trusts, Wills |
“Income-tax rates are going up so it becomes more expensive for a grantor to maintain the grantor trust status of a trust they’ve set up,” says Lynn Halpern Lederman, managing director and senior fiduciary counsel – Northeast Region at Bessemer Trust, a New York firm...
by Christine | Dec 1, 2014 | Asset Protection, Assets, Conservatorships, Estate Plan, Estate Planning, Estates, Guardianships, Inheritance, Living Trust, Power of Attorney, Probate, Trusts, Wills |
To prevent you and your family members from enduring more stress, misery or confusion than necessary, here are five estate-planning booboos to avoid … Think you have the right ideas when it comes to your estate? You may want to watch out for some common...
by Christine | Nov 28, 2014 | Asset Protection, Conservatorships, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Schwab-Pomerantz and Cuthbertson, who is publishing director at Schwab, have put together a comprehensive guide that will help you plan for retirement. If you need to plan for your retirement, you may feel overwhelmed to even start the process. What steps do you need...
by Christine | Nov 26, 2014 | Asset Protection, Conservatorships, Estate Planning, Estates, Guardianships, Living Trust, Power of Attorney, Probate, Tax Planning, Trusts, Wills |
A well-planned estate is a wonderful legacy you can leave your heirs — instead of untangling a messy estate, they can follow concrete steps, allowing them to take care of business while mourning their loved one. Document gathering can be overwhelming when it comes to...
by Christine | Nov 24, 2014 | Asset Protection, Estate Planning, Executor, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
A revocable living trust is similar to a will in that it indicates how you would like your assets to be distributed after your death and can be amended anytime. While you should always have a will, a living trust—which is simply a trust set up during your...
