Trusts

Found 88 Articles.
Get access to 105 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

safe-ways-to-give-wealth

7 Safe Ways to Give Wealth

August 1, 2008

Gift giving is the surest way to reduce estate taxes, help loved ones of all ages, and establish a legacy. Yet, many people are hesitant to make significant gifts to loved ones, because of the potential pitfalls. Those pitfalls, however, can be avoided with some shrewd and creative strategies to give wealth. Potential givers see […]

estate plan

Unitrusts and Your Estate Plan

June 1, 2008

Once upon a time all trusts were annuity trusts or income trusts. As the economy and markets changed, these trusts failed to meet their creators’ goals and often caused problems. To solve the problems, the unitrust was created. Like all financial planning solutions, the unitrust is good but not the tool for all situations. Estate […]

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

Trustee Strategies for the 21st Century

May 1, 2008

Trusts are part of more and more estate plans. Often trusts are used to hold and manage assets for younger generations. Sometimes the beneficiaries are too young or inexperienced to manage the assets. Other times the older generation is afraid the younger generation might not resist the temptation to spend direct gifts of the property. […]

marital-deduction-dos-and-donts

Marital Deduction – Dos and Don’ts

August 1, 2007

The marital deduction is perhaps the best-known estate tax reducer. It also is among the most misused planning devices. While powerful, the mari-tal deduction also can trigger higher taxes or other headaches. The marital deduction is straightforward. The estate executor totals the value of all assets owned by the deceased to arrive at the gross […]

trusts-that-save-taxes-and-families

Trusts that Save Taxes and Families

June 1, 2007

The family residence often is one of the most valuable assets in a person’s estate. Despite recent price declines in numerous markets, many people own homes worth far more than they paid for them. The residence often accounts for a significant portion of a person’s net worth. The personal residence can create both estate tax […]

simple-ways-to-build-bullet-proof-trusts

Simple Ways to Build Bullet-Proof Trusts

April 1, 2007

Estate planners love trusts. They solve many problems and help achieve goals. In recent years, trusts have moved from the estate plans of the very wealthy into the plans of many families. Too often, however, trusts operate as bombs that explode and shred estate plans. Fortunately, there are simple steps that will avoid the common […]

how-to-find-the-best-state-to-place-your-trusts

How to Find the Best State to Place Your Trusts

March 1, 2007

Trusts today often are key to providing for the futures of grand-children. Trusts even can protect assets so that they last for multiple generations. Traditionally, a trust would be set up in the trust creator’s state of residence or in the state where the key beneficiaries reside. Sometimes, the creator favored a particular trustee and […]

private-annuity-trusts-new-rules

Private Annuity Trusts: New Rules

December 1, 2006

Just as last month’s discussion of private annuity trusts was mailed, the government issued proposed regulations restricting the strategy. Though intended to stop transactions considered by the IRS to be abusive of the tax law, the regulations go further and make private annuity trusts generally unattractive. Recall from last month’s discussion that a private annuity […]

Log In

Forgot Password

Search