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Trusts

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Estate Planning Without Wills & Trusts – Part 2

July 20, 2018

In Part 1 of this article, I shared some of the avenues through which you can ensure transfer of assets without the need for wills and trusts. So this week, let’s continue the discussion with more ways to avoid probate and transfer property… starting with: Bank accounts. Though once obscure, payable on death (POD) bank accounts […]

estate planning

How to Manage Your Estate Planning without Wills, Trusts, and Probate

July 13, 2018

You might be surprised to learn that many Estate Planning goals can be accomplished without wills and trusts. In fact, using other tools can spare you some of the expense and complications of wills and trusts. These strategies also cause the assets to avoid the delay and expense of probate, transferring the title of each […]

4 Trusts That Still Improve Your Estate Plan after Tax Reform

May 22, 2018

Why bother with trusts when less than 1% of estates will pay estate or gift taxes? Many people are understandably, but mistakenly, thinking that way. Traditionally, tax savings were the primary reason to use trusts. But in 2018, individual estates worth up to $11.18 million are exempt from estate and gift taxes. Thanks to the […]

6-estate-planning-strategies-most-affected-by-interest-rates-changes

6 Estate Planning and Trust Strategies Most Affected by Interest Rates Changes

March 23, 2018

It still comes as a surprise to so many retirees… The outcome of key estate planning strategies often hinges on fluctuations in interest rates. So clearly, changes in rates should sway the choice, or timing, of these strategies. Some estate planning strategies generate more benefits when interest rates are low, while others provide more benefits […]

Why A Power Of Attorney And Living Trust Are Critical

March 7, 2018

When you aren’t able to manage your finances any longer, or appear that way to others, two things could happen. One is that a successor takes over management of your assets under either your Power of Attorney or Living Trust. The person taking over would be someone you appointed and usually is a family member, […]

revocable living trust

The Revocable Living Trust “Transition Strategy”

February 23, 2018

Last week, we reviewed the pros and cons of the Power of Attorney and Revocable Living Trust (click here for Part 1). For retirees who choose the revocable living trust, it’s important to understand all the options available. For starters, after identifying your trusted person, establish a revocable living trust naming the person as current […]

power of attorney

Estate Planning Strategies: Pros & Cons of Power of Attorney vs. Living Trust

February 16, 2018

Which is the best way to protect your assets, smooth the transition of your estate, and make life easier for you and your heirs… Power of Attorney or revocable Living Trust? Truth is, most estate plans need both a power of attorney and a revocable living trust. So the better question is:  Which one should cover the bulk of your assets? Over the […]

everything-you-need-to-know-about-bypass-trusts-irrevocable-trusts

Everything You Need to Know About Estate Planning Bypass Trusts & Irrevocable Trusts

December 22, 2017

Many observers think two popular kinds of trusts will no longer be needed. They’re wrong… in fact, these two trusts are as valuable as ever! Benefits that once were considered ancillary now are important to many estates. Though no longer created primarily for estate tax reduction, these two trusts can be essential to reaching other Estate Planning […]

March 2021:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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