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What Do I Need to Know about Geriatric Care Managers?

August 5, 2022
As many family caregivers know all too well, caring for an elderly loved one can overwhelm you quickly.
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How are Capital Gains in Irrevocable Trust Taxed?

August 4, 2022
Investors use irrevocable trusts to protect their assets from creditors, lawsuits and estate taxes. However, when you sell a home in an irrevocable trust, that can complicate your tax situation.
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What Is the Purpose of a Marital Trust?

August 3, 2022
If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
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Plan Your Estate in a Time of Uncertainty

August 2, 2022
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
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Do I Need a Spendthrift Trust?

July 29, 2022
A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.
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What Does Sleeping with the Light On Mean?

July 28, 2022
The risk of developing three ailments appears correlated to light exposure at night.
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What are Mistakes to Avoid in Estate Planning?

July 27, 2022
Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
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Who Should Be Your Executor?

July 26, 2022
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
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Can Estate Planning Reduce Taxes?

July 25, 2022
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
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What Is the Best Asset Protection?

July 22, 2022
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
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