In most states, spouses can purchase and own property separately from one another. However, in certain states – called community property states – if one spouse purchases property, it is…

An intentionally defective grantor trust (IDGT) is a common estate planning tool that is used by wealthy families to transfer assets from one generation to the next while achieving significant…

As a trust beneficiary, you may feel that you are at the mercy of the trustee, but depending on the type of trust, beneficiaries may have rights to ensure the trust…

Running a small business can keep you busy, but it should not keep you from creating an estate plan. Not having a plan in place can cause problems for your…

Sports fans with season tickets may want their families to enjoy the tickets after they are gone, but passing on these tickets may not be simple. Getting season tickets to your…

A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer assets tax-free to the next generation. Unlike a…

Naming a trust as a beneficiary of your retirement plan can be a good idea in some circumstances, but it can be dangerous if you are worried about creditors coming…

Being the executor of an estate can be a time-consuming job, depending on the size and complexity of the estate. While a simple estate can take a few months and…

Not everyone wants to take the required minimum distributions from their retirement accounts right away. If you don’t want your distribution, one option is to donate it to charity and…

Question: Should a special needs trust (SNT) trustee be paid, and, if so, how much? Answer: It depends.  The demands on a trustee can vary widely, depending on the size and complexity…

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