by Christine | Sep 5, 2012 | Estate Planning, Trusts |
Can you force a grandchild to take a drug test in order to receive an inheritance? Insist your heirs use trust funds only for tuition at your alma mater? Make sure your wife's future husbands can't run through money you worked hard to earn? In many cases, the...
by Christine | Sep 4, 2012 | 2013, Estate Law, Estate Tax, Gift Tax, Trusts |
“You Must Act Now!” “The Now Moment Has Arrived.” Late-night infomercial pitchmen? Nope. Wealth planners breathlessly warning prospective clients that they have only until Dec. 31 to seize a “historic” opportunity to transfer millions to kids and grandkids, tax free....
by Christine | Aug 27, 2012 | Alzheimer's, Estate Planning, Travel Trusts, Trusts |
Whether it’s trying to make sure that their children stay in touch despite geographical distances or wanting them to become acquainted with family roots in another country, some people are deciding that travel should be a part of their legacy. The inheritance you...
by Christine | Aug 21, 2012 | Estate Planning, Trusts |
Spousal Lifetime Access Trusts (SLATs) allow you and your spouse to use your full remaining gift tax exemptions while retaining access to the gifted property in the event you need it. The more complex your goals, the more crucial the timing. This is especially true if...
by Christine | Aug 13, 2012 | Estate Planning, Special Needs Children, Special Needs Trusts, Trusts |
Having a long-term financial plan in place is crucial for parents of special-needs children. It will help parents juggle saving for the child's care as well as for college for other children and their own retirement. It also will help guarantee that the care—and...
by Christine | Aug 7, 2012 | 2010, Estate Tax, Formula Clause, Trusts |
You need to make sure your will and trusts are worded to accommodate all the possibilities. You also need to revisit them regularly to avoid ending up with a very different result than what you think you're planning. Updating your estate plan to keep it current...
