Posted on: July 23, 2023
The “step-up” in basis has to do with the calculation of the capital gains on the sale of property.
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Posted on: July 19, 2023
There are some significant benefits of creating a living trust.
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Posted on: April 25, 2023
How this is handled now depends on the plans the deceased made when they were alive. For some people, that might mean probate.
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Posted on: April 6, 2023
Mistakes that are usually ugly, often costly and sometimes fatal – at least to an estate plan.
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Posted on: March 2, 2023
Created to own and control a life insurance policy or policies while the insured is alive, Irrevocable Life Insurance Trusts (ILITs) are tools that are sometimes recommended by estate and planners.
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Posted on: February 14, 2023
A Beneficiary Defective Inheritor’s Trust, also known as a ‘BDIT,’ is a specific type of estate planning trust.
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Posted on: February 5, 2023
Estate planning isn’t just for wealthy individuals with large assets; it’s essential for everyone.
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Posted on: January 26, 2023
The future is uncertain. However, you can ensure that your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future.
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Posted on: January 15, 2023
There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.
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