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What to Know About Trusts & Taxes
People often come to us curious—or confused—about the role trusts play in saving on taxes. Given how frequently this issue comes up, here...
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- 3 min
Can Trusts Cut Your Tax Bill?
Many people come to me curious (or confused) about trusts and taxes. So this article is going to sort it out and clarify things for you....
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- 5 min
Asset Protection for Your Child's Inheritance—Part 2
In the first part of this series, I discussed a unique planning tool known as a Lifetime Asset Protection Trust. Here I explain the...
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- 5 min
Asset Protection for Your Child's Inheritance—Part 1
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so might be one of the motivating factors driving...
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- 6 min
Keep Your Child's Inheritance Safe with This
In a previous article, I discussed the benefits of a unique estate planning vehicle known as a Lifetime Asset Protection Trust (LAPT). I...
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- 4 min
Will Your Family Benefit from an IRA Trust?
Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death,...
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- 3 min
You’ve Just Complicated Things for Your Spouse If These Lines Are in Your Trust
If you created an estate plan that includes a living trust, you must review it to determine if it contains language that could create...
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- 3 min
Things to Look for at a Home Sale Closing
A home sale closing is the end of the process of buying a home. It is the point at which the seller gets paid and the buyer receives...
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- 2 min
What is a Trust?
Three parties to a trust A trust is a legal creation set up to benefit someone or something. For example, some people set up trusts to...
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- 4 min
Is Your Living Trust Giving You These Benefits?
Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But there are a few more benefits of...
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- 3 min
Being Rich Isn't One of the Reasons to Create a Trust
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is...
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- 6 min
Will, Trust, Or Nothing At All: What Is Right For You?
If you have done estate planning, you will have a will or trust or both. If you have not, then when you become deceased you will have...
170 views
- 4 min
Can You Leave Your House to Your Pet in Hawaii?
If you're a pet owner, the thought of what will happen to your pet when you're no longer able to care for it might have crossed your mind...
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- 2 min
Battle for Princess' Trust - 4 Tips for Choosing Trustee
The ensuing legal battle for control of Princess Abigail Kawananakoa’s $215 million trust is a lesson in the importance of choosing the...
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