Posted on: September 5, 2023
Parents with resources could purchase the property for the child, but that often does not drive the right incentive. How then, do you get the funds to the child in the most responsible and tax-efficient way?
Read More
Posted on: September 4, 2023
The distribution of wealth among beneficiaries through your final will and testament is often a complex and sensitive issue, one that can potentially spark conflicts and legal challenges among family members.
Read More
Posted on: September 3, 2023
The link between healthy eating and living longer is well-documented. Getting the nutrients that your body needs can help protect you from diseases such as diabetes, cancer, and heart disease.
Read More
Posted on: August 31, 2023
The unexpected death of comedy icon Robin Williams in 2014 set off an explosive battle over his $50 million estate.
Read More
Posted on: August 30, 2023
There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
Read More
Posted on: August 29, 2023
Consider These Things First Your retirement account may be one of the most valuable things you own. Many consider naming their children as the beneficiaries of these accounts because they think it is a way of efficiently transferring their wealth if something happens to them. However, some factors make this type of transfer more complicated […]
Read More
Posted on: August 28, 2023
When creating a trust, it is common to name yourself as the initial trustee responsible for administering it. However, when considering who will take over when you can no longer act (either because of illness or death), it is sometimes helpful to divide the responsibilities between two or more successor trustees. For example, you may […]
Read More
Posted on: August 27, 2023
A deed is a legal document that transfers real property ownership rights from one person or entity (the grantor) to another (the grantee). In many cases, this transfer occurs because the property is sold, with the seller transferring the property to the buyer. Typically, a deed is recorded with the local county recorder of deeds. […]
Read More
Posted on: August 24, 2023
Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?
Read More
