Third-PartyFeb 91 minIntergenerational Split Dollar PlansIf you have significant assets that you wish to protect over multiple generations, and would like to use a tax-efficient approach...
Third-PartyJul 17, 20201 minFidelity: Charitable remainder trusts: Charitable giving while generating incomeA charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or oth
Third-PartyJul 17, 20201 minGreensfelder: Consider lifetime trusts for descendants and other beneficiariesIn many cases, determining the beneficiaries of your estate plan is simple. If your spouse survives you, your assets go to your spouse.
Third-PartyJul 17, 20201 minOshins: Dynasty TrustsThe Nevada 365-Year Dynasty Trust: Estate Tax Savings, Creditor and Divorce Protection by Steve Oshins
Mike OliviaJul 9, 20201 minEstate Planning ConsiderationsEstate Planning Considerations: an introductory resource to wills and trusts
Third-PartyJul 1, 20201 minEstate Planning: Understanding Charitable Remainder TrustsHow to Secure a Lifetime Income, Save Taxes & Benefit a Charity Since 1969, countless families have used charitable remainder trusts (CRTs)
Third-PartyJun 28, 20201 minThe Balance: Protection for Beneficiaries Using Discretionary Lifetime TrustsA discretionary lifetime trust provides asset protection by creating a legal barrier between the property it holds and a beneficiary's credi
Third-PartyMay 5, 20201 minDenha & Associates: The Hybrid DAPTA primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other l
Third-PartyJan 7, 20201 minAlliance Trust Company: Nevada Incomplete Non-Grantor TrustNevada is known for having favorable asset protection laws, which attracts wealthy families from all over the world who are always looking f
Third-PartyMay 2, 20191 minFinancial Poise: Eliminating State Income Taxes With a NING TrustHow Non-Grantor Trusts Help Protect Your Assets from State Income Tax
Third-PartyMay 1, 20191 minInheritance Equalization: Distributing Assets Fairly and EquitablyWhen Creating Your Estate Plan…you may find you have assets that are illiquid or aren’t easily divided among your heirs.
Third-PartyApr 2, 20191 minEstate Planning: The Spousal Lifetime Access TrustIf You Have Significant Assets… and need to create a tax-efficient approach for transferring wealth, life insurance may enable you to leave
Third-PartyAug 1, 20181 minAdvanced Planning: The benefits of a Note Sale to an Intentionally Defective Grantor TrustIf you have a large asset… you’d like to transfer out of your estate, minimizing estate taxes may be a top priority for you.
Third-PartyOct 25, 20171 minCNBC: How to set up a special needs trustFamilies that include someone with a disability qualifying for government benefits may want to look into setting up a special needs trust.
Third-PartySep 16, 20121 minPlanned Giving Design Center: IRAs and Qualified Retirement PlansQualified retirement plans and individual retirement accounts are trusts or custodial accounts that hold a person's tax deferred retirement