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Home / Archives for trusts

Kiddie Tax is Worse Than Ever

January 11, 2020

Estate Planning, Legal Education Tagged With: beneficiaries, income tax, Kiddie Tax, trusts

kiddle-tax

The Kiddie Tax can apply to the unearned income of children. Read on to learn if this tax applies to you or your children. Also, learn ways to avoid the Kiddie Tax. Kiddie Tax is Worse Than Ever … [Read more...] about Kiddie Tax is Worse Than Ever

Filed Under: Estate Planning, Legal Education Tagged With: beneficiaries, income tax, Kiddie Tax, trusts

Beneficiary Designations, etc., Aren’t a True Substitute for a Trust

March 5, 2019

Estate Planning, Legal Education Tagged With: beneficiary designation, joint tenancy, Pay On Death, POD, TOD, transfer on death, trusts

beneficiary-designations

TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a trust. Read on to learn more. Beneficiary Designations, etc., Aren’t a True Substitute for a Trust … [Read more...] about Beneficiary Designations, etc., Aren’t a True Substitute for a Trust

Filed Under: Estate Planning, Legal Education Tagged With: beneficiary designation, joint tenancy, Pay On Death, POD, TOD, transfer on death, trusts

Trusts for Privacy

November 21, 2018

Estate Planning, Legal Education Tagged With: Estate Planning, incapacity, privacy, probate, trusts

Trusts have many uses. Perhaps the most important is that they can provide privacy at death. Garry Shandling is thought to have used a trust to provide privacy for those he left behind. Trusts for Privacy … [Read more...] about Trusts for Privacy

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, incapacity, privacy, probate, trusts

Estate Planning is Too Important to Procrastinate

October 19, 2018

Estate Planning, Legal Education Tagged With: love, Medicaid, planning, power of attorney, trusts, wills

Only 44% of Americans have even a simple Will. We procrastinate for several reasons. Learn those reasons and how to push past them. Learn, briefly, why planning is important. Estate Planning is Too Important to Procrastinate … [Read more...] about Estate Planning is Too Important to Procrastinate

Filed Under: Estate Planning, Legal Education Tagged With: love, Medicaid, planning, power of attorney, trusts, wills

Donor Advised Funds: IRS Issues New Ruling

April 16, 2018

Estate Planning, Legal Education Tagged With: donor advised funds, Estate Planning, planning, pledge, trusts

A new ruling addresses whether a donor advised fund may satisfy charitable pledges by the donor/advisor. It now may do so, as long as certain requirements are met. Read the article to learn more about how donor advised funds are a great tool for charitable giving. Donor Advised Funds: IRS Issues New Ruling … [Read more...] about Donor Advised Funds: IRS Issues New Ruling

Filed Under: Estate Planning, Legal Education Tagged With: donor advised funds, Estate Planning, planning, pledge, trusts

No Charitable Deduction in 2018?

April 14, 2018

Estate Planning, Legal Education Tagged With: charitable remainder trusts, CRT, donor advised funds, Estate Planning, planning, trusts

The tax bills passed by the House and Senate would eliminate deductibility of state income tax and nearly double the standard deduction, dramatically reducing the number of people who would benefit from itemizing their deductions. As a result, most people would get no tax benefit from their charitable contributions. This article examines how a Donor Advised Fund could allow donors to make a contribution this year, getting a tax benefit, and then release the funds to charities in the … [Read more...] about No Charitable Deduction in 2018?

Filed Under: Estate Planning, Legal Education Tagged With: charitable remainder trusts, CRT, donor advised funds, Estate Planning, planning, trusts

A Special Option for Special Kids

April 13, 2018

Estate Planning, Legal Education Tagged With: Estate Planning, planning, trusts

When planning for children with special needs, it takes special care to preserve their eligibility for public benefits. An ABLE account is a new way to preserve eligibility while gaining tax advantages. Read on to learn more about this new tool in planning for those who were disabled by age 26. A Special Option for Special Kids … [Read more...] about A Special Option for Special Kids

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, planning, trusts

Sager Family Shows Perils of Blended Families

March 19, 2018

Estate Planning, Legal Education Tagged With: blended family, divorce, Estate Planning, trusts, will contest

Blended families require special planning. Communication of those plans is key to keep frictions to a minimum. This story examines the controversy in the family of sports reporter Craig Sager, who died in December 2016. Sager Family Shows Perils of Blended Families … [Read more...] about Sager Family Shows Perils of Blended Families

Filed Under: Estate Planning, Legal Education Tagged With: blended family, divorce, Estate Planning, trusts, will contest

Would You Prefer a Charitable Deduction This Year?

January 15, 2018

Estate Planning, Legal Education Tagged With: charitable deduction, donor advised funds, Estate Planning, planning, trusts

Perhaps you would prefer to take a charitable deduction this year. Maybe you have higher income this year, or the reduced ability to take a deduction next year. A donor advised fund may make sense for you. A donor advised fund allows a deduction this year, even though distributions will be made to public charities in future years. Read on to learn more about a donor advised fund. Would You Prefer a Charitable Deduction This Year? … [Read more...] about Would You Prefer a Charitable Deduction This Year?

Filed Under: Estate Planning, Legal Education Tagged With: charitable deduction, donor advised funds, Estate Planning, planning, trusts

Basics of Estate Planning: Powers of Appointment – Part 1

January 13, 2018

Estate Planning, Legal Education Tagged With: Estate Planning, power of appointment, trusts

Trusts can be very flexible. One of the ways to add flexibility is by using powers of appointment. This article will examine what a power of appointment is and how it may be used to add flexibility to a trust. An upcoming article will examine the tax consequences of powers of appointment. Basics of Estate Planning: Powers of Appointment – Part 1 … [Read more...] about Basics of Estate Planning: Powers of Appointment – Part 1

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, power of appointment, trusts

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