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Trust Management

Thinking Through a QTIP Trust

Feb 24, 2014

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...

Introduction to Charitable Remainder Trusts

Feb 24, 2014

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...

Using CRTs to Build Family Wealth

Feb 24, 2014

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...

Further Estate Considerations: A Trust to Manage Assets

Feb 24, 2014

You will recall that an estate owner's family will be the recipient of capital from four sources in addition to his government programs: ...

Bypass Trusts for Married Couples

Feb 24, 2014

Protect your assets from taxes with this powerful estate planning tool. One of the ways the federal government generates money is by...

Using Charitable Trusts in Your Retirement Planning

Feb 24, 2014

Land "rich" and cash "poor". That describes Jim and Angela in a nutshell. While they actually live quite comfortably on their professional...

Generation Skipping Trust

Feb 24, 2014

He sits in his study, surrounded by the trappings of wealth acquired by a lifetime of hard work, musing about his successes; successes that...

Help Your Family and Charity with These Trusts

Feb 24, 2014

Like many people, you probably like to support one or more charitable organizations, such as a church, college, hospital or civic group....

Providing a Structured Income Stream for Heirs without a Trust

Feb 24, 2014

There are many reasons besides unfavorable tax consequences why it is not a good idea to transfer Roth IRA, IRA and other non-retirement...

Incentive Trusts Gain Momentum

Feb 24, 2014

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...

Generation Skipping Trust Planning: Family Leaders Series

Feb 24, 2014

There seem to be two primary reasons that middle class Americans neglect considering generation-skipping planning. One is the sense that...

The Right Scenario

Feb 24, 2014

By William Kaufman Could it be that some of the traits that help people become wildly successful are the same ones that cause...

Trust Mills: Clear and Present Dangers

Feb 24, 2014

Remember the TV police show where, at the end of each day's daily briefing, the sergeant told the officers to BE CAREFUL OUT...

Charitable Trusts Can Work for You

Feb 24, 2014

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...

Dynasty Trust Is Not Just For the Wealthy

Feb 24, 2014

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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