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Estate Planning

What You Need to Know About Trusts for Your Estate Planning

March 1, 2015

You probably need at least one trust in your Estate Planning setup. It seems almost all estate planning has one these days. Many problems can be solved and goals achieved with the right trust. Trusts no longer are restricted to the very wealthy. Too many people are intimidated by talk of trusts. You don’t learn […]

Avoid Unintentionally Disinheriting Your Spouse in your Wills and Trusts

February 1, 2015

Many people don’t realize it, but their wills leave nothing outright to their spouse. Before the current high federal exempt amount was established, a standard will stated that a portion of the estate equal to the federal exempt amount was left in a bypass trust or other trust that benefitted the surviving spouse for life […]

When Should Children Inherit from Trusts?

September 24, 2014

Many people put their money in trusts because they know their children or grandchildren aren’t ready to directly control the wealth. The question they struggle with is when money should be released from the trust directly to the beneficiaries. Here’s a succinct summary of the factors that show a person is ready to inherit wealth. […]

Trust Fund Babies

August 14, 2014

The wealthy used to go to great lengths to set up trust funds that would provide amply for at least the next generation and often for future generations. Those family wealthy dynasties appear to be out of favor, according to this article from The Washington Post. They’re worried about spoiling their kids and not allowing […]

The Disney Estate Plan Fiasco with Trustees and Will Executors

May 22, 2014

One thought I invoke regularly is that the wrong trustees or executor can ruin even the best estate plan. Consider the plan of Walt Disney. His wealth is in a trust for the benefit of his grandchildren. The trust schedules principle distributions to the grandchildren when they reach certain ages. It also contains a standard […]

Beware Asset Protection Trusts

December 24, 2013

Asset protection planners and several states have worked for the last couple of decades to develop trusts that will protect assets from creditors. The ideas were to make asset protection more affordable and also to keep in the U.S. assets that were being transferred to overseas trusts in jurisdictions with strong asset protection reputations. But […]

Everything You Need To Know About Trust Estate Planning

March 1, 2009

Trusts are fairly simple. Lawyers and estate planners make them seem more complicated than they are. That’s too bad, because nonlawyers need to understand the different Types of Trusts and how they work to ensure they have effective estate plans. Trusts used to be for only the very wealthy or for special situations. But now […]


How the Turmoil Can Alter Trusts

November 1, 2008

The financial crisis is causing major changes in the banking business, and that will lead to changes at trust companies and in trustees. Trust creators and beneficiaries need to at least monitor the situation and might need to take action. Many trusts have a corporate trustee or co-trustee, such as a bank or trust company. […]

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