Trusts can be drafted to be quite flexible. This article examines how Trust Protectors can... [Read more...]
Modifying an Irrevocable Trust
Irrevocable trusts often can be modified. They can be modified under the Uniform Trust Code... [Read more...]
When and Where You Die Matters
Where you die matters. While you’ll pay the same federal estate tax no matter where... [Read more...]
How Does a Veteran Qualify for Aid & Attendance?
In the United States, veterans, their dependents, and survivors are entitled to a number of... [Read more...]
What are UGMA and UTMA Accounts?
What are UTMA and UGMA accounts? Are there better alternatives? Read on to learn more... [Read more...]
Gifting to Grandchildren
If you are fortunate enough to be a grandparent, you understand the joy a grandchild... [Read more...]
What Are 529 Plans and What Are Their Advantages?
What are 529 plans? Can they be held in trusts? Read on to learn more... [Read more...]
ABLE Accounts
An ABLE account is a great strategy for someone who became disabled by age 26.... [Read more...]
New Estate Tax Proposal
A new estate tax proposal would lower the amount passing free from tax to $3.5... [Read more...]
What Happens If an Estate Lacks Sufficient Cash to Pay Claims?
Creating a successful estate plan requires you to consider much more than just how you... [Read more...]
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets... [Read more...]
State Income Taxation of Nongrantor Trusts
States are all over the board in their taxation of income. This is doubly true... [Read more...]
