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Recent Articles
- 12 Things to Keep in a Safe at Home, Not at a Bank
- 2010 Tax Act Provides Portability to Reduce the Estate Taxes Paid by Couples
- 2011 Year End Estate Planning Thoughts
- Planning for the New Year
- Rising Costs of Probate
- The New Death Tax
- Pet Trusts: New Protection for Our Friends
- Gifts to Care Custodians: Traps for the Unwary
- Grantor Retained Annuity Trusts
- Qualified Personal Residence Trusts
- Intentionally Defective Grantor Trusts
- Avoiding Capital Gains Taxes
- Advance Health Care Directives: The Quality of Life Saver
- Estate Planning: More Critical than Ever
- Estate Disputes – The Rise and Fall of the Economy Shows a Rise and Fall in Litigation
- Regaining Control in a Down Market
- Shared Ownership of Real Property
- Guardians and Conservators: The Opportunity to Choose
- Protecting Your Rights as a Beneficiary
- Trust Beneficiaries’ Bill of Rights
- Exemptions to Increased Property Taxes
- Total Asset Protection
- The Facts About Probate
- Choosing Professionals
- Using Mediation in Estate Planning, Estate Management, and Elder Care
- Foundations—The Smart Way to Give
- Estate Planning 101
- The Hidden Cost of Probate
- Top Six Pitfalls of Trust Administration
- Co-Ownership Agreements
- Five Simple Tips to Saving Taxes
- Family Limited Partnerships
- Are the Baby Boomers Losing their Boom?
- Life Insurance Trusts
- Your Family’s Well Being
- Protection from Creditors
- Strategies for Charitable Gifts
Category Archives: Trusts and Trust Administration Questions?
Pet Trusts: New Protection for Our Friends
Pet Trusts: New Protection for Our Friends. The primary goal of estate planning is to have our wishes carried out, especially when we are not here. Those wishes include care for ourselves if we become disabled, and care for those … Continue reading
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Grantor Retained Annuity Trusts
Grantor Retained Annuity Trusts. Introduction: A key goal of what we refer to as “estate planning” is to preserve a legacy for your family. How can you get as much of your estate as possible into the hands of your … Continue reading
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Protecting Your Rights as a Beneficiary
Protecting Your Rights as a Beneficiary. Trust litigation is often necessary in order to protect a beneficiaries’ rights under a trust. While the word litigation often inspires certain unfavorable reactions, this does not always have to be the case. The … Continue reading
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Trust Beneficiaries’ Bill of Rights
Trust Beneficiaries’ Bill of Rights. One of the advantages of trusts is privacy. Unlike the probate of a will, there is no legal requirement that the trustee file the trust with the local court. However, privacy is also one of … Continue reading
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Top Six Pitfalls of Trust Administration
Top Six Pitfalls of Trust Administration. Trusts have understandably become very popular for estate and disability planning. They are excellent tools which will carry out your wishes and reduce costs associated with court administration and estate taxes. In general, a … Continue reading
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Five Simple Tips to Saving Taxes
Five Simple Tips to Saving Taxes. 1. Give your IRAs to charities While qualified plans are a great way to accumulate money tax free, the proceeds are taxable to whomever draws the money out. If your IRA is paid out … Continue reading
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