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Trusts

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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 […]

wealth-replacement-strategies

Wealth Replacement Strategies with Trusts

December 1, 2006

As we discussed in the legacy planning segment, grandparents and parents usually have multiple goals, and it can take some thought to put together a plan that tries to meet all or most of those goals. One tool that can add a lot to a plan is the wealth replacement trust. That is a clever […]

Estate Planning

New Estate Planning Rules on IRAs and Trusts

November 1, 2006

The IRS recently made it easier to use a trust with your IRA to protect assets for future generations. You still should use an Estate Planning attorney to ensure things are done properly, but the new ruling adds more certainty than we had in the past. The type of trust people most often want to […]

types-of-trusts-and-reasons-for-using-them

Types of Trusts and Reasons for Using Them

August 1, 2006

Trusts are not used primarily for reducing taxes any more. And trusts are not only for the wealthy. The non-wealthy are more financially sophisticated and have more wealth than in the past. The non-wealthy turned to trusts in recent years and for reasons other than tax reduction. In this part of the visit, we’ll review […]

putting-ira-in-a-trust

Should you put your IRA in a Trust?

March 1, 2006

Many owners of substantial IRAs hope their IRAs become nest eggs for their children or grandchildren. Their estate plans include strategies that let the IRAs, when inherited, compound for as long as possible – perhaps decades. That means selecting the right beneficiaries, and being sure the beneficiaries are well-advised about their options. Unfortunately, beneficiaries often […]

is-a-perpetual-trust-for-you

Is a Perpetual Trust for You?

October 1, 2005

Recent laws are making it easier to use dynasty trusts to make wealth last for multiple generations. Not too long ago creating a dynasty trust that lasted for generations was difficult. Those of us who took Estate & Trusts in law school tried to learn the intricacies of something called the Law Against Perpetuities, complex […]

September 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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