Estate Planning, Living Trusts, Second Marriage Planning In second marriage planning a co-trustee is sometimes recommended on the death of the first spouse. While both spouses are … July 12, 2024 3 MIN READ
Estate Planning, Gift tax, Irrevocable Trust, Living Trusts, Medicaid Trusts Taxation of Trusts Revocable living trusts where the grantor (creator) and the trustee (manager) are the same person use the grantor’s social security … July 13, 2023 2 MIN READ
Estate Planning, Gift tax, Irrevocable Trust, Living Trusts, Medicaid Trusts Taxation of Trusts Revocable living trusts where the grantor (creator) and the trustee (manager) are the same person use the grantor’s social security … July 13, 2023 2 MIN READ
Asset Protection, Inheritance Trusts, Irrevocable Trust, Living Trusts, Medicaid Asset Protection Trust When Does a Trust Make Sense By now most people know that trusts avoid probate which is required with a will — if there are “probatable” … February 17, 2023 2 MIN READ
Estate Planning, Living Trusts, Avoiding Guardianship in New York For the ever-increasing number of those who become legally incapacitated later in life (i.e. unable to handle their legal and … October 13, 2022 2 MIN READ
Estate Planning, Living Trusts, Trusts What You Need to Know about Living Trusts If you’re creating a plan for what will happen to your estate after you pass away or become incapacitated you’ve … April 18, 2022 2 MIN READ
Estate Planning, Living Trusts PROPOSALS TO LIMIT THE GENERATION SKIPPING TRANSFER TAX EXEMPTION PROPOSAL TO MOVE BACK TO PREVIOUS TRUST LAWS As this blog discussed in the recent past dynasty trusts are trusts … June 1, 2016 2 MIN READ
Asset Protection, Estate Taxes, Living Trusts DYNASTY TRUST REEXAMINED VERY SIMPLE CONCEPT This blog examined the dynasty trust in the past but it is time to reexamine certain aspects … May 21, 2016 2 MIN READ
Estate Planning, Living Trusts What is a Crummey Trust STRANGE NAME GREAT CONCEPT A person is entitled to gift up to $14 000 per year without incurring any gift … April 7, 2016 2 MIN READ
