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

Trusts

Found 54 Articles.
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how-to-leave-more-for-grandkids

How to Leave More for Grandkids

December 1, 1999

Would you like your grandchildren to end up with only 20% of what you intended? That’s what happens in most cases. The government doesn’t want you to pass wealth directly to your grandchildren. It wants the money to stay in your estate, get it hit by estate taxes, go to your children, get it hit […]

Estate Planning

The Tax-Free Life Insurance Trust – An Estate Planning Strategy

June 1, 1999

There’s a big down-side to the boom in stocks and other financial assets. When the value of the assets you own goes up, so do potential estate and gift taxes. If you don’t take action, the IRS could end up with more of your estate than your loved ones. One easy way to handle the […]

how-to-build-a-better-cheaper-life-insurance-trust

How to Build a Better, Cheaper Life Insurance Trust for Estate Planning

March 1, 1999

You’ve probably seen the promotions for those tax-free “investments” that give a 10 to 1 return on your money. When you get past the initial pitch, you find that the investment is a life insurance policy that pays off for your heirs, not you. As part of the promotions, you’ll learn that the best way […]

how-to-build-a-legacy-trust

Use Estate Planning to Build a Legacy (Trust)

October 1, 1998

Trusts aren’t just for the super wealthy anymore. IRS statistics show that the average trust has about $250,000 in it, not exactly Rockefeller territory. That’s because many people have learned that trusts can be useful for even middle class families. One way to use a trust is to build a legacy that will last for […]

escape-hatches-for-trusts

Escape Hatches For Estate Planning Trusts

June 1, 1998

It doesn’t take much to ruin a great estate plan. Many great plans, completed with careful work and good intentions, turn to disasters because of one simple decision – the wrong trustee was selected. Instead of being grateful that their parents and grandparents worked hard to provide for them, heirs become bitter and even resentful. […]

estate planning

The Estate Planning Tool Of The Decade

May 1, 1998

A good solution to many Estate Planning and asset protection problems is a trust. In past visits I’ve told you about many different types of trusts and the problems they can solve. But what I haven’t focused on is where to set up your trust. This question is almost as important as the type of […]

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