Coordinating the Revocable Life Trust
No tool or technique, no matter how useful, should be employed in a vacuum. For this reason, coordinating the revocable … Read more
No tool or technique, no matter how useful, should be employed in a vacuum. For this reason, coordinating the revocable … Read more
It is a delusion to think that a client protects himself or his beneficiaries from creditors by placing assets in … Read more
For most income tax purposes, there is no significant impact when assets are transferred to a revocable living trust. The … Read more
There are only a few gift tax considerations with respect to revocable trusts. But they can be significant, and understanding … Read more
There are a number of estate tax implications that must be considered with respect to revocable life insurance trusts. One … Read more
With the selection of a trustee, the major attributes to consider are the trustee’s willingness to serve and at what … Read more
There are many reasons why a client may want to make a gift in trust as opposed to outright. There … Read more
Beneficiaries of a trust receive income from trust assets and/or principals at the ages and under the terms specified in … Read more
A revocable trust, as its name implies, is a trust established during a client’s lifetime that can be revoked by … Read more
Picture in your mind a box. Let’s call that fictional box a trust. Into that box you can put cash, … Read more