Intergenerational Split Dollar Plans
If you have significant assets that you wish to protect over multiple generations, and would like to use a tax-efficient approach...
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Third-Party
- Jul 16, 2020
- 1 min
Fidelity: Charitable remainder trusts: Charitable giving while generating income
A 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-Party
- Jul 16, 2020
- 1 min
Greensfelder: Consider lifetime trusts for descendants and other beneficiaries
In many cases, determining the beneficiaries of your estate plan is simple. If your spouse survives you, your assets go to your spouse.
Third-Party
- Jul 16, 2020
- 1 min
Oshins: Dynasty Trusts
The Nevada 365-Year Dynasty Trust: Estate Tax Savings, Creditor and Divorce Protection
by Steve Oshins
Mike Olivia
- Jul 8, 2020
- 1 min
Estate Planning Considerations
Estate Planning Considerations: an introductory resource to wills and trusts
Third-Party
- Jun 30, 2020
- 1 min
Estate Planning: Understanding Charitable Remainder Trusts
How to Secure a Lifetime Income, Save Taxes & Benefit a Charity
Since 1969, countless families have used charitable remainder trusts (CRTs)
Third-Party
- Jun 27, 2020
- 1 min
The Balance: Protection for Beneficiaries Using Discretionary Lifetime Trusts
A discretionary lifetime trust provides asset protection by creating a legal barrier between the property it holds and a beneficiary's credi
Third-Party
- May 4, 2020
- 1 min
Denha & Associates: The Hybrid DAPT
A 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-Party
- Jan 7, 2020
- 1 min
Alliance Trust Company: Nevada Incomplete Non-Grantor Trust
Nevada is known for having favorable asset protection laws, which attracts wealthy families from all over the world who are always looking f
Third-Party
- May 1, 2019
- 1 min
Financial Poise: Eliminating State Income Taxes With a NING Trust
How Non-Grantor Trusts Help Protect Your Assets from State Income Tax
Third-Party
- Apr 30, 2019
- 1 min
Inheritance Equalization: Distributing Assets Fairly and Equitably
When Creating Your Estate Plan…you may find you have assets that are illiquid or aren’t easily divided among your heirs.
Third-Party
- Apr 1, 2019
- 1 min
Estate Planning: The Spousal Lifetime Access Trust
If You Have Significant Assets… and need to create a tax-efficient approach for transferring wealth, life insurance may enable you to leave
Third-Party
- Jul 31, 2018
- 1 min
Advanced Planning: The benefits of a Note Sale to an Intentionally Defective Grantor Trust
If 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-Party
- Oct 24, 2017
- 1 min
CNBC: How to set up a special needs trust
Families that include someone with a disability qualifying for government benefits may want to look into setting up a special needs trust.
Third-Party
- Sep 15, 2012
- 1 min
Planned Giving Design Center: IRAs and Qualified Retirement Plans
Qualified retirement plans and individual retirement accounts are trusts or custodial accounts that hold a person's tax deferred retirement