Beneficiary Controlled Trust Fact Sheet

As middle class estates get larger, and the divorce rate grows, more and more financial planners are utilizing beneficiary controlled trusts to pass inheritance on to future generations without loss to the beneficiary's creditors, ex-spouses, or even the IRS.

Private Annuity Trust, Charitable Remainder Trust or 1031-TIC: Which Is Right for You?

You may have heard about Private Annuity Trusts, Charitable Remainder Trusts and 1031 Tenant in Common Exchanges, but how do you decide if one is right for you? There are several things you should think about when trying to choose between these three options:

Estate Plans and Trusts Discussed

We all know that we need to have our lives in order in the event of our demise because our families are so important to us. As the Death Tax slowing dies over the next many years, it behooves all of us to have estate plans and trusts set up to shield our assets from legal liabilities which can pop-up out of nowhere and also to pay the least amount of taxes to the government after we die.

Estate Planning - Rules and Trustees

Reviews problems associated with forming a trust such as deciding the powers which the trustee(s) have and do not have relative to the assets placed into a trust.

Estate Planning - Intent to Disinherit or Oversight?

Over views incomplete estate planning and some laws that are in place to remedy the situation of overlooked heirs as opposed to those specifically disinherited.

Private Trust Companies

Private Trust Companies have gained in popularity in recent years. They provide a means by which a settlor can retain a greater degree of control over his trust affairs, without compromising the validity of the trust structure. A Private Trust Company offers both convenience and flexibility and enhanced protection for fiduciaries.

All I Need Is a Will, Right?

All too often I am asked this question at seminars or in response to my newspaper ads relative to Estate Planning. The Questioners have a genuine concern for their families and a realistic approach to life. Those who fail to ask this question leave their fate in the hands of someone in a black robe in a Probate Court with costs and fees to be paid by their families.

Estate Planning and Your Pets

You have diligently outlined what should become of your children in the event of your death or disability. You’ve planned your estate, appointed guardians and possibly even shared your estate plan with family members and trusted caretakers. But doesn’t something feel as if it’s missing? Perhaps you need to plan provisions for what should become of your pets once you are no longer able to care for them.

Selecting an Advantageous Trusts and Estate Lawyer

Briefly describes how to find the right attorney to handle trusts and estate planning.

Why, What and When You Need Estate Planning

The modern process of estate planning begins with you making an inventory of all of your assets and creating a will. Often a trust is established to help minimize the tax burden that may be left along with your assets to your heirs.

The Basics Of Estate Planning

Estate Planning may be a word that is encountered by many citizens especially the elderly. What is Estate Planning? What benefits does it provide to people? Estate Planning is a method of arranging and considering alternatives that will satisfy specific wishes and goals to prepare for things that may happen to a person and the people he finds special to him.

Finding the Best Estate Planning Attorney for Your Family

Few things are more important to the success of your estate plan than the attorney you choose to design and draft it.

Estate Planning & Living Trust Information

Let’s take the mystery out of a living trust. Should everyone have a living trust and estate planning, and who will be the person you appoint to handle the trust after your death?

Senior Life Settlement - Uses and Applications

The Senior Life Settlement Market has evolved so that there is a secondary market for life insurance policies that are no longer needed or wanted. Selling a life insurance policy into the open market is now easily accomplished.

An Estate Planning Primer

An estate is the total value of everything we own--and business and personal assets can add up quickly. Everyone has an estate. And realize it or not, everyone also has an estate plan.