Latest Blog Posts

Caution: Creditors Now Have Easy Access to Inherited IRAs

Posted on: March 3rd, 2016
Do you have IRAs or other retirement accounts that you plan to leave to your loved ones? If so, proceed with caution....

Trust Protectors

Posted on: October 3rd, 2011
Trust protectors (aka Trust Advisors) have long been used in British Commonwealth countries, originating with offshore asset protection trusts. With these trusts, their role was limited mostly to overseeing the foreign trustee and to make sure the trust maker’s intent was fulfilled....

Niche Trusts

Posted on: September 9th, 2011
Revocable Living, Irrevocable Life Insurance, Charitable Lead, and Grantor Retained Annuity – these are trust descriptors that are familiar to estate planning professionals. However, there are many less well-known types of trusts that clients may ask about or benefit from having. Some of those other types of trusts will fill an estate planning need like no other arrangement can. Some arrangements called “trusts” do not fit the traditional trust definition. Still other things called “trusts” are outright shams....

Top Income Tax Planning Ideas for 2011 and 2012

Posted on: August 25th, 2011
With the recent discussions about closing tax loopholes and increasing taxes for the “wealthy” incident to increasing the national debt limit, clients are beginning to fear that the taxes on their wealth will increase. Even without higher tax rates, wealthier Americans will pay more in taxes if allowable deductions (possibly charitable) and exemptions (probably estate tax) are lowered....

Using the Power of Trusts to Spur Your Estate Planning

Posted on: August 25th, 2011
Estate planning changed again on January 1, 2011, when certain key provisions of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010, signed by President Obama on December 17, 2010, took effect....

Income Tax Planning Concepts in Estate Planning

Posted on: July 7th, 2011
Estate planning sometimes has income tax effects. All advisors, therefore, should be at least aware of some basics of income tax planning to best serve their clients....
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