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Estate planning can be confusing. With so many people misunderstanding a lot of facets of estate planning, there are many myths swirling around that can cause you to make costly mistakes. Here are some of the most common myths surrounding high-asset estate planning....
A charitable remainder trust is a good potential option if you have highly appreciated assets that do not generate a large amount of income. This is an irrevocable trust, and it allows you to gift substantial amounts to qualified charitable organizations. Preserving...
Different types of asset protection trusts have specific purposes. Which ones make the most sense depends on what you wish to do. Establishing irrevocable trusts is most effective with an estate planning professional. Before meeting with one, have an idea of what...
If you have highly appreciated assets that generate minimal income, you may want to consider investing in a charitable remainder trust. With this type of irrevocable trust, you may make a substantial gift to a qualified charitable organization while retaining...
Individuals with disabilities are often unable to work or support themselves financially. Fortunately, the social safety net may provide meager funds for housing, groceries and basic medical care. To qualify for Supplemental Security Income, Medicaid or other similar...
by Steven L. Sanders and Samuel J. Adams When times are good and we’re not facing a global pandemic, one of our biggest challenges as estate planning attorneys is trying to convince others of the importance of having accurate, effective estate planning and agency...