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

Trusts

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estate planning

Using and Misusing the Marital Deduction for Estate Planning

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

Estate Planning 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 […]

estate planning

Shrewd Family Gift Giving for Estate Planning

June 1, 2004

Don’t wait until the end of the year to plan gifts to family members. Annual gifts are an important part of many estate plans, but most people don’t handle gifts the best way. Planning gifts now will increase the amount of wealth that is transferred tax-free to your heirs. The goals of gift-giving are to […]

the-overlooked-triple-tax-saving-tactic

The Overlooked Triple Tax-Saving Estate Planning Tactic

March 1, 2004

Estate planners agree that one of the most underused strategies is the charitable remainder trust. That might change. New trends are making CRTs more attractive. Taxpayers with appreciated property should take a fresh look at CRTs as part of their retirement and Estate Planning strategies. In a CRT, an individual transfers appreciated property to the […]

updating-old-trusts

How to Update Old Trusts

March 1, 2004

New legal tools are available to help many families stuck with out-of-date trusts. For years I’ve warned against traditional trusts that make fixed distributions or distributions only from income. Inflation and the twenty year decline in interest rates and dividends have crippled the benefits from these trusts. Beneficiaries are helpless because the trusts are irrevocable […]

Estate Planning

Estate Planning Strategies to Help Heirs While Protecting Wealth

March 1, 2004

Incentive trusts and protective trusts are all the rage. Many people want to be generous with succeeding generations – now or in their wills – but they want some assurance the wealth won’t be wasted. People are concerned that inheriting wealth might reduce an heir’s work ethic. They don’t want the money to disappear in […]

how-to-fix-broken-estate-plans

How to Fix Broken Estate Planning Strategies

January 1, 2004

The usefulness of many estate planning vehicles lasts less than a generation. A host of estate planning strategies can slash taxes and help preserve family wealth. These include charitable trusts, family limited partnerships, and irrevocable family trusts. Events don’t always unfold as planned, and over time changes would be helpful. Unfortunately, most good estate planning […]

estate planning

Estate Planning: IRAs and Trusts Part II

November 1, 2003

One year ago we thought the IRS cleared up the rules regarding trusts that inherit IRAs. It turns out the IRS was setting new traps for some taxpayers. Some taxpayers who named trusts as IRA beneficiaries might have to rewrite those trusts. A trust can provide an extra layer of protection for your wealth. An […]

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