Trust Management

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Estate Planning | Trust Management | Wiseradvisor.com
Making Sense Out of Trusts

Many of you have probably heard of trusts used as an estate planning tool to help people distribute their assets as they intended upon their death. While the decision around estate planning is deeply personal, using the...
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Estate Planning | Trust Management | Wiseradvisor.com
Thinking Through a QTIP Trust

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 bypass trust, holds assets to preserve the estate tax exclusion amount. That amount...
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Estate Planning | Trust Management | Wiseradvisor.com
Introduction to Charitable Remainder Trusts

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 be asking yourself: How can I build wealth by giving it away? We started the...
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Estate Planning | Trust Management | Wiseradvisor.com
Using CRTs to Build Family Wealth

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 you? If I could also show some of you how to maximize your retirement savings, would...
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Estate Planning | Trust Management | Wiseradvisor.com
Further Estate Considerations: A Trust to Manage Assets

You will recall that an estate owner's family will be the recipient of capital from four sources in addition to his government programs: his personal assets, real estate, business assets, and life insurance. We have found...
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Estate Planning | Trust Management | Wiseradvisor.com
Bypass Trusts for Married Couples

Protect your assets from taxes with this powerful estate planning tool. One of the ways the federal government generates money is by collecting estate tax, which is a tax on the property you transfer upon your death. In...
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Estate Planning | Trust Management | Wiseradvisor.com
Using Charitable Trusts in Your Retirement Planning

Land "rich" and cash "poor". That describes Jim and Angela in a nutshell. While they actually live quite comfortably on their professional incomes, they are getting closer to retirement age and are looking for ways to...
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Estate Planning | Trust Management | Wiseradvisor.com
Generation Skipping Trust

He sits in his study, surrounded by the trappings of wealth acquired by a lifetime of hard work, musing about his successes; successes that have allowed him to build a very lucrative business, raise and educate his children,...
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Estate Planning | Trust Management | Wiseradvisor.com
Help Your Family and Charity with These Trusts

Like many people, you probably like to support one or more charitable organizations, such as a church, college, hospital or civic group. You may make regular donations of whatever you can afford. Still, you wish that you...
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Estate Planning | Trust Management | Wiseradvisor.com
Living Trusts: Fact and Fiction

Living trusts are powerful estate planning tools that can help many people. Living trusts provide certain advantages that are not available with other estate planning devices. Living trusts are a way to manage and control...
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Estate Planning | Trust Management | Wiseradvisor.com
Providing a Structured Income Stream for Heirs without a Trust

There are many reasons besides unfavorable tax consequences why it is not a good idea to transfer Roth IRA, IRA and other non-retirement invested assets directly to heirs without restrictions. We are all adults here, so...
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Estate Planning | Trust Management | Wiseradvisor.com
Incentive Trusts Gain Momentum

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 can to avoid those pitfalls. ?The parents I talk to are very concerned about not...
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Estate Planning | Trust Management | Wiseradvisor.com
Generation Skipping Trust Planning: Family Leaders Series

There seem to be two primary reasons that middle class Americans neglect considering generation-skipping planning. One is the sense that the concept applies not to them, but only to very wealthy families like the...
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Estate Planning | Trust Management | Wiseradvisor.com
The Right Scenario

By William Kaufman Could it be that some of the traits that help people become wildly successful are the same ones that cause difficulty later on?. I have observed successful business people focus their ...
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Estate Planning | Trust Management | Wiseradvisor.com
Trust Mills: Clear and Present Dangers

Remember the TV police show where, at the end of each day's daily briefing, the sergeant told the officers to BE CAREFUL OUT THERE! Panic and panacea Being careful out there is good advice. The odds are good that...
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Estate Planning | Trust Management | Wiseradvisor.com
Charitable Trusts Can Work for You

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 generally used to donate appreciated assets to charity and avoid immediate capital gains...
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Estate Planning | Trust Management | Wiseradvisor.com
Dynasty Trust Is Not Just For the Wealthy

The term ?dynasty? is typically associated with ultra-wealthy families, like the Rockefellers or the Kennedys. But you don't have to be in the same league as a Rockefeller or a Kennedy to benefit from a dynasty trust...
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