Estate and Trusts
The Weekly Scenario: Private Annuity and Estate or Gift Taxes
Question: What is a private annuity and does it save estate or gift taxes?
Read MoreThe Weekly Scenario: How Is My Personal Property Handled In A Trust?
Question: How is my personal property handled in a trust?
Read MoreThe Weekly Scenario: What Happens If My Trustee Fails to Follow the Terms of My Trust?
Question: What happens if my Trustee fails to follow the terms of my trust?
Read MoreThe Weekly Scenario: Anonymous Charitable Gift
Question: How can an individual donor make a significant charitable gift anonymously, but not jeopardize the tax deduction? Answer: Some people…
Read MoreWeb Page – Asset Protection Plan
There are 1.2 million lawyers in the U.S. Believe it or not, there are more lawyers than (i) doctors (there…
Read MoreThe Weekly Scenario: Is Congress Taking Away the “Stretch IRA” ?
Question: I understand Congress is changing the rules and may take away the ability to utilize the so-called “stretch IRA”? Answer: …
Read MoreThe Weekly Scenario: Preparing Trusts When A Special Needs Child is Involved
Question: My attorney suggested a certain type of trust should be implemented for my special needs child. I’m not looking to complicate things and would prefer to leave my assets to my other children to take care of this child.
Read MoreThe Weekly Scenario: Concerns While Serving as Executor of Your Father’s Estate
Question: What should be my concerns in serving as Executor of my father’s estate?
Read MoreThe Weekly Scenario: What is the “Kiddie Tax”?
Question: What is the “Kiddie Tax”?
Read MoreDon’t Make the Same Mistake As Prince…
Prince was one of the most famous individuals of the 21st Century who seemed to have it all…except for one…
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