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Most adults know that they should have an estate plan in place so that their loved ones have a road map to follow when they pass away. One of the primary purposes of an estate plan is to outline where assets will go when the creator dies. There are different ways to...
There are many potential ways to use a trust, incorporating it into your estate plan. One of the benefits of a trust is that it helps to retain control over your assets, even after you pass away. You can give the trustee explicit instructions for how you want the...
Passing wealth to the next generation takes more than a will. Families with large estates face challenges with taxes, business ownership and long-term control. Planning ahead helps protect what you have built and keep peace in the family. Here are three estate...
It can be difficult for people with certain medical conditions to care for themselves. In some cases, they may need services that require them to prove they don’t have the means to pay for care themselves. These include programs like Supplemental Security Income or...
Charitable remainder trusts (CRTs) are often misunderstood as tools used solely for giving back to charitable organizations. Of course, judging from their name, philanthropy is an important component of CRTs. However, they offer many other advantages that make them...
Charitable remainder trusts (CRTs) are estate planning tools that allow individuals to support charitable causes while maintaining an income stream for either a specified period or life. A CRT can provide tax benefits, help manage appreciated assets and ensure that a...
Families with significant assets need more than good intentions to protect their wealth and maintain privacy. One way to achieve this is through a trust, which can serve as a powerful tool to safeguard holdings and pass them on to the next generation. Yet even...
The assets that an individual owns become their estate after they die. Depending on the value of the estate, there may be estate tax liability to address. Multi-million dollar estates are potentially subject to federal estate taxes. If the total value of an...
If you would like to balance your philanthropic goals with long-term financial planning, a charitable remainder trust (CRT) is worth looking into. A CRT lets you support one or more charities while providing an income for yourself or loved ones with the same assets....
A special needs trust, which is sometimes called a supplemental needs trust, is a legal tool that can help to provide for someone who has a disability without putting needs-based benefits at risk. These trusts are commonly used in estate planning by family members,...