If you have a significant store of wealth, the federal estate tax is something that you should understand when you start to get serious about the process of estate planning. Fortunately, there are solutions, and the grantor retained annuity trust can be one of them when conditions are right. We will … [Read more...] about What Is a Grantor Retained Annuity Trust?
Blog
Estate Planning: Diverse Tools in the Toolkit
You should not settle for any limitations when you are planning your estate. There are estate planning solutions to address every imaginable circumstance. In this post, we will look a four different scenarios that call for targeted estate planning solutions. Special Needs Planning Most people with … [Read more...] about Estate Planning: Diverse Tools in the Toolkit
Estate Planning for Women: Simplifying the Process
Estate planning for women is important, but it is often placed on the back burner. People live busy lives, and you have to juggle many responsibilities and do the things that you enjoy when you have the time. Your passing is certainly not a pleasant thing to contemplate, but it is one of the … [Read more...] about Estate Planning for Women: Simplifying the Process
Preserve Your Legacy Through Asset Protection
Asset protection is very important for many professionals, businesspeople, and others, and it comes in different forms. It is said that we live in a litigious society, and it is possible to position your assets in a safe manner. We will look at the spectrum in this blog post. Asset Protection … [Read more...] about Preserve Your Legacy Through Asset Protection
Administering Living Trusts: The Trustee’s Role
A trustee is a person or entity who conducts the business of the estate during the trust administration process. If you utilize a revocable living trust as your asset transfer vehicle, you will act as the trustee while you are alive and well. You would also be the beneficiary, so you can take … [Read more...] about Administering Living Trusts: The Trustee’s Role
Sandwich Generation Juggles Responsibilities
Sandwich Generation: What Exactly Is It? There is a very interesting phenomenon unfolding in the United States at the present time. During the period after World War II between 1946 and 1964, there were an inordinate number of babies born. This is called the “baby boom,” and if you do the math, you … [Read more...] about Sandwich Generation Juggles Responsibilities
