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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,...
A person who drafts a trust (a grantor) can specify under which conditions assets should be distributed to a beneficiary. Regardless of the conditions you want to include in your trust, you should ensure it remains lawful and not contrary to public policy, according...
Estate planning means more than just dividing assets among family. You can also use it to support causes you love while cutting your tax bill. You might think that being able to help others is enough to convince you, but there is another reason you should consider...
For many people, a revocable living trust is the cornerstone of their estate plan. By placing titled high-value assets like homes and other real estate in a revocable living trust, you can avoid the need for them to go through probate after you’re gone. The same can...
People who have high-value estates often want to find options for getting as much of their assets as possible to their beneficiaries. There are many ways to preserve assets to make that happen. One of these is through gifting, but there are specific considerations...