Income tax basis is important in estate planning. This article examines what happens to an... [Read more...]
Make Your Own Plan
Planning is important. If you don’t plan, your assets go pursuant to the state’s default... [Read more...]
How Will You Obtain the Care You Need?
What’s the right direction for you in planning for the help you might need in... [Read more...]
Use Trust Protectors for Added Protection and Flexibility
Trust Protectors are increasingly popular in trusts. This article examines how Trust Protectors can add... [Read more...]
Income Tax Basis
Income tax basis is important in tax and estate planning. This article examines the concept... [Read more...]
State Income Taxation
States are all over the board in their taxation of income. Some tax at a... [Read more...]
State Income Taxation of Nongrantor Trusts
States are all over the board in their taxation of income. This is doubly true... [Read more...]
New Tax Proposals
There are two new tax proposals being floated. One is an income tax proposal and... [Read more...]
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets... [Read more...]
Domestic Asset Protection Trusts
Domestic Asset Protection Trusts are spreading to more jurisdictions. However, their protections may be waning.... [Read more...]
Tax Tips after New Year
The New Year is here. Can you do anything to reduce your tax liability for... [Read more...]
The Little Things May be the Most Important
Your estate may be worth a little or a lot at your death. The items... [Read more...]
