Tag: Trusts & Estates
The average length of retirement is 18 years, according to the U.S. Census Bureau. And with today’s medical technology, it… Read More
Estate Planning Pitfall: You Sell Real Estate for $1
Someone may have told you a story along these lines: Years ago, my grandfather bought land along the shore in… Read More
Qualified Charitable Distributions: Use QCDs to Transfer IRA Funds to Charity
After your retirement, or if you’re retiring soon, you may be more inclined to make donations to charity. However, you… Read More
Now’s the Time to Review Your Estate Plan
When you first dipped your toes into estate planning, you were probably told to start with a legally valid will,… Read More
Family Businesses Would Be Wise To Consider IRC Section 6166
It’s true that because of the current record-high gift and estate tax exemption amount, most families don’t have to worry… Read More
Does Your Family Situation Call for a Spendthrift Trust?
You’ve likely spent most of your adult life accumulating wealth that you intend to eventually pass on to your loved… Read More
QTIP Trust: Strange Name, Powerful Trust
Granted, a QTIP trust is an odd-sounding name for an estate planning technique. Nevertheless, it can be a valuable strategy,… Read More
Estate Planning Pitfall: You Haven’t Coordinated Your Estate Plan With Your Spouse
Estate planning can be complicated enough when you don’t have a spouse. But things can get even trickier for married… Read More
Net Gifts – A Gift-Giving Technique That Makes Sense in Certain Situations
Lifetime giving is a smart strategy to reduce your taxable estate. However, if you’ve exhausted your $12.06 million federal gift… Read More
Why Contingent Beneficiaries Matter
Your will is the foundation of your estate plan. Notably, it provides for the disposition of your worldly possessions, including… Read More