There’s a way to make a charitable gift and yet be able to influence where it goes and how it’s invested. This can be very handy if you want to time your charitable giving for income tax reasons. Read on to learn more. … [Read more...]
Estate Planning for Surviving Spouses
After losing a loved one, some things can -- and must -- wait. But there are also many things you should do immediately in order to protect yourself and your family. Here is some estate planning advice for widows and widowers: Update your will. If you haven't updated your will in the past five years, it's time to do so now. Make sure the beneficiaries listed are accurate and reflect what you want; if there are any changes, make them accordingly.Appoint a trusted person to replace the … [Read more...]
Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
Irrevocable Trusts have long been an effective, albeit static, estate planning tool. These trusts didn’t always change with circumstance, but now they can. This article explores how. … [Read more...]
Changing “Irrevocable” Trusts Through Decanting
Irrevocable Trusts are often included as part of a comprehensive estate plan and are usually established many years before they pay out or terminate. These trusts didn’t change with changes in beneficiary circumstances or with evolving legislation, but now they can. This article explores how. … [Read more...]
Helping Your Parents Age Gracefully
As you look back over your life, you realize just how much your parents’ support has meant to you. They were there as you took your first faltering baby steps, they supported you with advice and encouragement as you navigated adolescence, and, even as you ventured into adulthood, you knew your parents would be there to help you face life’s unending questions and challenges. Years later, the roles are reversing. You watch your parents’ steps become unsteady, and you realize that they need … [Read more...]
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