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private-annuity-trusts-new-rules

How To Create a Trust for Your Heirs (Part 2)

August 3, 2020

In last week’s edition of Retirement Watch Weekly, I presented How To Create a Trust for Your Heirs. There are a few more important provisions and clauses for setting up beneficiary trusts, so let’s get right to it. Matching Trust: This is another clause designed to pay out trust principal only when the beneficiary has […]

Estate Planning

Will vs. Trust: Which is Better?

July 27, 2020

“By failing to prepare, you are preparing to fail,” said inventor, diplomat and founding father Benjamin Franklin in describing the importance of planning for the future. It is only natural for people to want to maintain some level of control over the assets that they worked so hard to accumulate throughout their life. Creating a […]

types-of-trusts-and-reasons-for-using-them

How To Create a Trust for Your Heirs

July 27, 2020

“Great Fortunes Lost” was an article in Fortune magazine years ago. It described how various individuals, usually heirs, lost or squandered very large fortunes. Some of the individuals lost more than money. They lost their health or wasted their lives because of the effects wealth had on them. It’s nice to leave enough to make […]

trustee-strategies-for-the-21st-century

What is a Grantor Trust?

July 21, 2020

A grantor trust is one in which the grantor retains control of its income and assets. Grantor trusts are a type of living trust that is created during the lifetime of the individual who creates it. The grantor typically is self-appointed as the trustee to maintain control over the assets. The grantor can then name […]

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What is a Variable Annuity and How Does it Work?

July 20, 2020

Variable annuities are a specific type of contract issued by an insurance company that requires the annuitant, or the annuity owner, to choose from a variety of investments to put the principal.   The funds put into the investment are called the principal, and the payouts received by the annuity owner are contingent upon the […]

survival-guide-for-family-limited-partnerships

Estate Planning for the Growing ‘Unmarried Population’

July 20, 2020

In last week’s edition of Retirement Watch Weekly, I presented Estate Planning for “Modern Families.” There’s a lot more ground to cover, so let’s dive right back in – starting with estate tax implications for single people. Under the estate and gift tax, singles do not have the advantage of the marital deduction. An unmarried […]

overlooked-estate-planning-moves

Why Traditional Estate Plans Won’t Work for Modern Families

July 14, 2020

The make-up of the modern family has changed quite a bit over the years. Therefore, traditional estate plans won’t work well for many families these days. A traditional plan is for couples who are in their first and only marriage and have only kids from that marriage. Different plans, tools, and strategies might be needed […]

What is an Ordinary Annuity and How Does it Work?

June 29, 2020

Definition of an Ordinary Annuity An ordinary annuity is a series of equal payments that are made at the end of each consecutive interval period for a specific length of time. In other words, the annuitant receives payouts at the end of each month, the end of each quarter, or the end of another specific […]

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