Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Trusts

Found 37 Articles.
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putting-ira-in-a-trust

Should you put your IRA in a Trust?

March 1, 2006

Many owners of substantial IRAs hope their IRAs become nest eggs for their children or grandchildren. Their estate plans include strategies that let the IRAs, when inherited, compound for as long as possible – perhaps decades. That means selecting the right beneficiaries, and being sure the beneficiaries are well-advised about their options. Unfortunately, beneficiaries often […]

is-a-perpetual-trust-for-you

Is a Perpetual Trust for You?

October 1, 2005

Recent laws are making it easier to use dynasty trusts to make wealth last for multiple generations. Not too long ago creating a dynasty trust that lasted for generations was difficult. Those of us who took Estate & Trusts in law school tried to learn the intricacies of something called the Law Against Perpetuities, complex […]

some-classic-uses-of-trusts

Some Classic Uses of Trusts

August 1, 2005

Trusts have been an essential estate planning tool for centuries. Once used only by the very wealthy, today trusts are widely used by the non-wealthy. Longer lives, more widespread wealth, second marriages, and blended families all cause greater interest in trusts. That is even before considering tax reduction strategies. Trust use is so widespread that […]

11-strategies-to-handle-trusts-better

11 Strategies to Handle Trusts Better

June 1, 2005

Trusts no longer are just for the very wealthy. Many families use trusts for a variety of reasons. Unfortunately, trusts often can result in significant problems for loved ones long after the trust creator is gone. Problems include excess costs, poor investments, low payouts, and unresponsiveness to the family’s needs. In many states, beneficiaries are […]

https://www.retirementwatch.com/marital-deduction-dos-and-donts/

Using and Misusing the Marital Deduction

April 1, 2005

The marital deduction is key to most estate plans of married couples. It can wipe out the entire estate tax liability. But misuse of the marital deduction can create a larger long-term tax bill or cause non-tax problems. Let’s look at how to use the marital deduction and avoid misusing it. The estate tax is […]

estate-planning-the-essentials

Estate Planning: The Essentials

March 1, 2005

Estate planning need not be as complicated as many people make it. Sophisticated tools are needed by the very wealthy, business owners, those with children from more than one marriage, and others with special needs. For most of us, a good estate plan is fairly straightforward. We need only the basics. Most estate plans can […]

strategies-for-winning-the-trust-revolution

Strategies For Winning The Trust Revolution

November 1, 2004

There’s a revolution taking place in trusts used for estate planning, and just in time. Trust use is soaring. Trusts are used frequently by middle class people, not only by the ultra-wealthy. The centuries-old law of trusts is changing in many states. Many of the alterations provide more protection and flexibility for estate owners. But […]

tapping-that-new-real-estate-wealth

Tapping that New Real Estate Wealth

November 1, 2004

Managing the equity in appreciated homes and second homes has become a pleasant and unexpected challenge for many. Especially on the coasts, residential real estate values soared the last five years. Suddenly owners, especially long-time owners, have properties that are more valuable than they imagined. For many families, real estate wealth exceeds the value of […]

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