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Trust Management

Estate Planning | Trust Management | Wiseradvisor.com

A common estate plan for married couples is to set up two different trusts: The first trust, commonly referred to as a credit shelter or...
Estate Planning | Trust Management | Wiseradvisor.com

In our last article, we set the stage by discussing how philanthropy can be used to build a family's wealth. Unless you read it, you might...
Estate Planning | Trust Management | Wiseradvisor.com

If I could show some of you a way to save significantly on taxes and build tremendous wealth in your family, would that be of interest to...
Estate Planning | Trust Management | Wiseradvisor.com

You will recall that an estate owner's family will be the recipient of capital from four sources in addition to his government programs: ...
Estate Planning | Trust Management | Wiseradvisor.com

Protect your assets from taxes with this powerful estate planning tool. One of the ways the federal government generates money is by...
Estate Planning | Trust Management | Wiseradvisor.com

Land "rich" and cash "poor". That describes Jim and Angela in a nutshell. While they actually live quite comfortably on their professional...
Estate Planning | Trust Management | Wiseradvisor.com

He sits in his study, surrounded by the trappings of wealth acquired by a lifetime of hard work, musing about his successes; successes that...
Estate Planning | Trust Management | Wiseradvisor.com

Like many people, you probably like to support one or more charitable organizations, such as a church, college, hospital or civic group....
Estate Planning | Trust Management | Wiseradvisor.com

There are many reasons besides unfavorable tax consequences why it is not a good idea to transfer Roth IRA, IRA and other non-retirement...
Estate Planning | Trust Management | Wiseradvisor.com

It's long been a given that growing up amid enormous wealth can have a corrosive effect on children, and many parents want to do all they...
Estate Planning | Trust Management | Wiseradvisor.com

There seem to be two primary reasons that middle class Americans neglect considering generation-skipping planning. One is the sense that...
Estate Planning | Trust Management | Wiseradvisor.com

By William Kaufman Could it be that some of the traits that help people become wildly successful are the same ones that cause...
Estate Planning | Trust Management | Wiseradvisor.com

Remember the TV police show where, at the end of each day's daily briefing, the sergeant told the officers to BE CAREFUL OUT...
Estate Planning | Trust Management | Wiseradvisor.com

A charitable remainder trust (CRT) may be an estate planning tool that fits well into your financial picture. A CRT is a type of trust...
Estate Planning | Trust Management | Wiseradvisor.com

The term ?dynasty? is typically associated with ultra-wealthy families, like the Rockefellers or the Kennedys. But you don't have to be...
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