With the transition of the Presidential Administration and control of the U.S. Senate, there is talk of changes to the tax code in the air. Nothing is certain yet, and numerous possibilities have been hinted at, but only recently have actual
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Access to free or inexpensive products and services on the internet is not a new phenomenon. We all try to remember the old adage that “sometimes you get exactly what you pay for” but when tempted with what looks like a really great deal, we tend to
[… read more]Part 10 of aseries breaking down the process of helping clients set up Trustsby breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
[… read more]Part 9 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
[… read more]Part 8 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.Many clients go to the
[… read more]Part 7 of aseries breaking down the process of helping clients set up Trustsby breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
[… read more]As the fourth quarter of the year approaches, it is time to turn our thoughts to gifts, both personal and charitable. We also need to consider whether (and how) to make gifts both during lifetime and after death.
[… read more]Part 6 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
[… read more]Part 5 of a series breaking down the process of helping clients set up Trusts by narrowing down the issues into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
[… read more]Part 4 of Mansour Gavin's Estate Planning Basics series which breaks down the process of helping clients set up Trusts.As discussed previously, while most Wills direct an immediate distribution of assets, trusts often have provisions that stretch
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