We keep a finger on the pulse of legislative measures that can have an impact... [Read more...]
Advantages of Using a “Grantor Trust” in Planning
Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust.... [Read more...]
Revocable Trusts Are Not Always Treated the Same as an Individual
A revocable trust is treated the same as the individual for most purposes. But for... [Read more...]
Real Estate Boom Could Create Estate Tax Headaches
There has been a huge real estate boom in this country for a number of... [Read more...]
It’s Important to Have a Coordinated Estate Plan
There are many parts to an Estate Plan. The Revocable Trust is just one part.... [Read more...]
Your Estate Plan May Have Missing Parts
Estate planning is sometimes reduced to the execution of a simple will, but there are... [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Advanced
This is the second in a two-part series on Roth IRAs. The first part reviewed... [Read more...]
Is Probate Necessary If You Have a Will?
People sometimes make assumptions based on extrapolations that are incorrect, and this enters the picture... [Read more...]
Medicaid Planning: What Happens to the Beneficiary’s Income?
In this post, we are going to look at the provisions that are made for... [Read more...]
Plan Now for the Incredible Shrinking Exclusion
There is a great deal of legislation pending and much is uncertain. But this much... [Read more...]
ABLE Accounts Complement Special Needs Trusts
ABLE accounts are a nice, flexible way to supplement the usefulness of a Special Needs... [Read more...]
How Is an Estate Settled When There Is a Will?
If you have agreed to be the executor of an estate, you may have some... [Read more...]
