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, 20201 min read
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, 20201 min read
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, 20201 min read
Oshins: Dynasty Trusts
The Nevada 365-Year Dynasty Trust: Estate Tax Savings, Creditor and Divorce Protection
by Steve Oshins
Mike Olivia
Jul 8, 20201 min read
Estate Planning Considerations
Estate Planning Considerations: an introductory resource to wills and trusts
Third-Party
Jun 30, 20202 min read
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, 20201 min read
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, 20201 min read
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, 20201 min read
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, 20191 min read
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, 20191 min read
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, 20191 min read
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, 20181 min read
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, 20171 min read
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, 20121 min read
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
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