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How do you create the perfect estate plan?
Estate planning involves a complex web of tax, property, probate and trust law applied to family dynamics at some future time. You have an estate plan. If you have not signed documents creating one, then the law will create one for you. And you deserve better than a default scenario. In fact, putting in the […]
Should my estate plan include a generation skipping trust?
Should your estate plan include a generation-skipping trust? The answer is… yes! Even if: You have no children. You have no grandchildren. You are not married. You are not super-rich. If the Internal Revenue Code gives you an exemption that shields your inheritors from estate taxes, why not use it? As long as your estate […]
How does loaning money to a child work, exactly?
That so many people live longer today is a happy fact. But for heirs, there’s also a bit of a downside: delayed inheritances! For parents with adult children, the dilemma becomes one of choosing how to transfer wealth: Do nothing? Make a gift? Or, make a loan? Although many parents choose to do nothing, benefits […]
What tips should I consider in choosing a trustee?
With all of the uncertainty about where estate and gift tax law is headed, now is the perfect time to focus on an issue unaffected by federal tax laws: trustee selection. You spend your life accumulating, preserving and growing your wealth— who do you want to stand in your shoes when you can no longer […]
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