ESTATE PLANNING BRIEF If you’re Moving, Review your Estate Plan Are you planning to move to a different state, or have you just moved to Florida? It may be due to a change in jobs, a desire for a better climate, or an opportunity to downsize or to be closer to your kids. In any […]
Read more »ESTATE PLANNING BRIEF Deducting a Trust’s Charitable Donations If you’re charitably inclined, donating assets held in a trust may be desirable. Why? Perhaps you’re not ready to let go of assets you hold individually. Or maybe the tax benefits of donating trust property would be more attractive than making an individual donation. Before moving forward, […]
Read more »ESTATE PLANNING BRIEF Two Estate Planning Options for Families with Disabled Loved Ones If you have a family member who’s disabled, financial and estate planning can be tricky. You don’t want to jeopardize his or her eligibility for means-tested government benefits such as Medicaid or Supplemental Security Income (SSI). A special needs trust (SNT) is […]
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ESTATE PLANNING BRIEF What Does “Probate” Mean? The term “probate” is one you’ve probably heard and might associate with negative connotations. But you may not fully understand what it is. For some people, the term conjures images of lengthy delays waiting for wealth to be transferred and bitter disputes among family members. Others worry about […]
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ESTATE PLANNING BRIEF Leave a Lasting Legacy with a Family Education Trust Providing for the educational needs of your children, grandchildren, and future generations is an honorable estate planning objective. What are your options for achieving this goal? A 529 plan can be a highly effective tool for funding tuition and other educational expenses on […]
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Removing a trustee can be difficult. Fortunately, there are ways to make it easier without giving too much power to the beneficiaries.
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