Grow Your Business With a Basic Estate Planning Review
Grow Your Business With a Basic Estate Planning Review You’ve worked hard to build your business. Moving forward, it is… Read More
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Estate Planning for Gen X and Y: Attracting and Retaining Clients
The young are getting richer. This may be happening for two reasons. First, wealthy parents are no longer waiting until… Read More
Save State Income Taxes Using a Nevada Incomplete Non-Grantor Trust
Save State Income Taxes Using a Nevada Incomplete Non-Grantor Trust Private Letter Ruling 201310002 (re leased March 8, 2013) is… Read More
What is a Charitable Remainder Trust?
What is a Charitable Remainder Trust? A charitable remainder trust is an irrevocable trust used to reduce the taxable income… Read More
The 4 Benefits of a Trust Over a Will
Both wills and living trusts are legal devices that direct the transfer of assets to heirs. While both are useful… Read More
2018 America’s Most Advisor-Friendly Trust Companies
2018 America’s Most Advisor-Friendly Trust Companies The Wealth Advisor has released its top picks for the 2018 America’s Most Advisor-Friendly… Read More
What is the Difference Between a Will and a Trust?
What is the Difference Between a Will and a Trust? The two most common documents in an estate plan are… Read More
Why Use a Corporate Trustee?
Appointing your trustee is one of the most important decisions you will make when creating or updating your estate plan.… Read More
The 5 Steps to Administer a Trust
So, your friend or family member chose you to serve as successor trustee for their trust. The time has come… Read More
Can a Nevada Asset Protection Trust Protect My Assets from Divorce?
Regardless of net worth, social stature, or occupation, everyone potentially shares the most common creditor, a divorcing spouse. Almost 50… Read More