Estate and Trusts
The Weekly Scenario: Tenants by the Entirety (TBE) Ownership
Question: What does Tenants by the Entirety (TBE) ownership mean and does TBE ownership protect property from claims of creditors?…
Read MoreThe Weekly Scenario: Estate Planning for Blended Families
Question: How is estate planning for blended families different than for non-blended families? Answer: For those in a second marriage with…
Read MoreThe Weekly Scenario: Choosing an Executor
Question: How do I choose the right executor to manage my estate? Answer: Administering an estate can be a difficult and…
Read MoreThe Weekly Scenario: Prudent Investor Rule
Question: As Trustee, what are my duties to invest trust assets? Answer: The Trustee must act in the best interests of…
Read MoreThe Weekly Scenario: Applying for SSI
Question: What assets are not counted as resources when applying for SSI? Answer: As I have written about in past…
Read MoreThe Weekly Scenario: Qualified Domestic Relations Order
Question: My husband and I are separating with the intent to divorce. Part of the property settlement will be his…
Read MoreThe Weekly Scenario: SSI v.s. SSDI
Question: What is the difference between Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI)? Answer: Both SSI and SSDI…
Read MoreThe Weekly Scenario: Tax ‘Shelters’
Question: In light of the new tax legislation, are there any true tax ‘shelters’ left? Answer: The short answer is not…
Read MoreThe Weekly Scenario: IRA Beneficiaries
Question: My father passed away this year and I was named as the beneficiary of his IRA. Do I have…
Read MoreThe Weekly Scenario: Succession Planning
Question: How do I coordinate my succession plan for my business with my estate planning goals? Answer: As Benjamin Franklin…
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