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...]
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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...]
The Hidden Benefits of Home Ownership
For most people, owning a home is part of the American dream. Purchasing your dream home could also be the single biggest purchase you make during the course of your lifetime. If all goes as planned, that investment will even pay off down the road as you build equity in your home and the home appreciates in value. But did you know your home may also provide you with hidden benefits in areas such as tax avoidance, estate planning, Medicaid, and asset protection? Traditional Benefits of Home … [Read more...]
Changing “Irrevocable” Trusts Through Use of a Trust Protector
Advisors often include irrevocable trusts as part of a comprehensive estate plan to achieve both tax and non-tax goals. The use of irrevocable trusts can cause apprehension because of the perception that irrevocable trusts are inflexible in changing circumstances. This article explores how the use of a trust protector may provide flexibility in an irrevocable trust to address these concerns. Read on to learn more. … [Read more...]
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