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Trust

How is a Corporate Trustee Different?

Posted on: January 17th, 2019
In its simplest terms, a trust is a legal arrangement in which a trustee holds and manages assets for the benefit of one or more beneficiaries. The trustee owns the assets, enters into contracts on behalf of the trust, manages the trust’s investments as its trustee, and follows the trust’s instructions on making distributions. A trustee can be one person, multiple people, or a company....

Estate Planning in 2018 things to consider

Posted on: February 1st, 2018
2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, especially with the reticently-passed Tax Cuts and Jobs Act. ...

The importance of funding your revocable living trust - the Michael Jackson Issue

Posted on: May 14th, 2016
While Jackson created a trust to care for his children and other family and friends, he never actually funded it. The result? Embarrassing and seemingly endless probate court battles between family members, the executors, and the IRS....

2016 Estate Planning Update -- Trust Wills and Tax

Posted on: December 15th, 2015
The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes. These changes will affect the way your accountant and your attorney help you plan as 2015 comes to an end....

Lifetime QTIP Trust

Posted on: November 16th, 2015
Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky. One solution for allowing the well-to-do spouse to maintain control of their assets but keep their other half happy is the Lifetime QTIP Trust....

Current Estate Planning Framework

Posted on: September 25th, 2015
state planning has truly evolved over the past 20 years. In fact, today's estate planning is more complicated than ever before....
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