As loved ones and parents age, they become more vulnerable to fraudulent schemes. This article... [Read more...]
Charitable Planning in Times of Crisis
During times of uncertainty, we tend to feel helpless. This article explores how charitable giving... [Read more...]
The Kiddie Tax is No Child’s Game
If you set up a trust or other investment vehicle for your child, that child... [Read more...]
Elder Sexual Abuse – The Unspoken Reality
As the population of older Americans continue to increase with leaps and bounds, issues that... [Read more...]
The Other Side of the Unauthorized Practice of Law
What happens when an individual who is not licensed to practice law provides advice to... [Read more...]
Estate Planning Reduces Stress During High Anxiety Times
During times of high stress such as tragedy or emergency, we tend to feel helpless.... [Read more...]
Changing “Irrevocable” Trusts Through Use of a Trust Protector
Advisors often include irrevocable trusts as part of a comprehensive estate plan to achieve both... [Read more...]
Updating An Estate Plan Is As Important As Creating One
A comprehensive estate plan can accomplish numerous important goals. Along with ensuring that your assets... [Read more...]
Why Would I Create an Intentionally Defective Trust?
If your estate consists of significant assets, one of your primary considerations within your estate... [Read more...]
Dangers of Do-It-Yourself Estate Planning
Occasionally, those who are not Estate Planning attorneys will attempt to do their own Estate... [Read more...]
Tax Reporting with Trusts
Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust.... [Read more...]
Taxation of Nongrantor Trusts
“Nongrantor” trusts are trusts which aren’t taxed to a substantial owner pursuant to the grantor... [Read more...]
