by Christine | Dec 18, 2014 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Adult children have historically expected to inherit from their parents while in their 40s or 50s, yet now many aren’t doing so until their 70s or even 80s, as their parents live into their 90s or beyond. When should you expect to receive your inheritance? According...
by Christine | Dec 9, 2014 | Asset Protection, Charity, Estate Planning, Estates, Tax Planning, Wills |
The end of the year is a great time to consider making a contribution to a cause that is meaningful to you. Along with potential tax benefits, there is the enjoyment that comes from making a positive difference and helping the organization of your choice. Is the...
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 4, 2014 | Estate Planning, Estates, Inheritance, Probate, Trusts, Wills |
The legal dispute surrounding the roughly $200 million estate of the late Charlotte developer Henry Faison has been resolved, with his company winning forgiveness of more than $100 million in loans he’d extended to it. In this recent court case filed by Faison's...
by Christine | Dec 2, 2014 | Asset Protection, Conservatorships, Estate Planning, Estates, Guardianships, Inheritance, Power of Attorney, Probate, Tax Planning, Trusts, Wills |
Establishing a will is a vital part of protecting your financial legacy and there is no benefit in delaying it. Here are six often-avoided questions to help you get over your fear of wills and establish one for your family. There are no silly questions when it comes...
