- Webinar Hot Topics
- Veterans Benefits
- Veteran
- VA Benefits
- Update
- Uncategorized
- Trusts
- Trustee
- Trust FAQ
- Trust Administration Old
- Trust Administration
- Trust
- Tips
- Taxes
- Tax Planning
- Spouse
- Social Security Benefits
- Social Security
- SECURE Act
- Second Marriage
- Scam
- Sandwich Generation
- Revocable Trust
- Reverse Mortgage
- Retirement Planning
- Retirement Plan Trust
- Remarried?
- Real Estate Investor?
- Quarantine
- Probate Old
- Probate
- Power of Attorney
- Physician?
- Pandemic
- Our Support Team
- Our Founders
- Our Attorneys
- News
- New Events
- Medical Power of Attorney
- Medicaid Planning
- Medicaid
- Marriage
- Long-Term Care Planning
- Long-Term Care Insurance
- Long-Term Care
- Living Will
- Living Trust
- Life Insurance
- Legacy
- Last Will & Testament
- Irrevocable Trust
- Inheritance
- Incapacity
- Funeral Expenses
- Funeral
- Fraud
- FLP
- Family Protection Plan
- family limited partnership
- Family Fight
- Executor
- Estate Planning?
- Estate Planning old
- Estate Planning Attorney
- Estate Planning
- Estate Administration
- End of Life
- Elder Law?
- Elder Law Attorney
- Elder Law
- Elder Financial Abuse
- Elder Care
- Elder Abuse
- Divorce
- Directive to Physicians
- Dementia
- Death
- COVID
- Coronavirus
- Child With Disability?
- Charity
- CARES Act
- Caregiving
- caregiver
- Care Plan
- Business Succession Planning
- Business Planning
- Blended Family
- Beneficiary
- Asset Protection Tips & Stories
- Asset Protection
- Asset Alignment Education
- Alzheimer's
- Advanced Medical Directive
As a Trust Beneficiary, Am I Required to Pay Taxes?
Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust’s income, rather than the trust itself paying the tax. However, such beneficiaries are not subject to taxes on distributions from the trust’s principal.
Not Having a Will Should Scare You and Your Family
Your will is one of the most important documents you will ever sign. However, to think that over 70% of people don’t even have a will is, indeed, quite frightening.
What are the Biggest Estate Planning Errors to Avoid?
It is estimated that more than 50 percent of all Americans don’t have a will, and in our Future File business, we have estimated that less than 10 percent of the U.S. population has a complete legacy and wishes planning system.
What Will New Acts of Congress Mean for Stretch IRAs?
I am concerned about the SECURE and RESA acts currently being considered in Congress. If either of them passes, my children will lose the inherited stretch IRA ability and face a much higher tax bill upon my demise.
Should I Use a Trust to Protect My Children’s Inheritance?
We have approximately $1.5 million in cash and investments, mostly in Certificates of Deposit (CDs). Our mortgage is paid and we have no debt. We have three adult children. Should we put out assets into a trust to better protect them for the future?
Putting off Getting Hearing Aids? Don’t—Your Brain Will Thank You!
A few years ago, researchers at the Johns Hopkins University School of Medicine gave us yet another reason to worry about getting Alzheimer’s disease and other dementias: They demonstrated an association between hearing loss and cognitive decline.
Don’t Ask Heirs to Guess What You Wanted—Have an Estate Plan
Passing away without an estate plan is a huge mistake that can tie up your estate for years in probate.
Still Waiting to Update Your Estate Plan?
When the ‘Queen of Soul’ Aretha Franklin died last year, it was believed that she hadn’t prepared any kind of estate plan, including a last will and testament. However, a few months ago, three handwritten wills were found in her home near Detroit. Two were in a locked closet and one was stuffed beneath the cushions of a couch!
Dark Side of Medicaid Means You Need Estate Planning
Medicaid recipients over the age of 55 are expected to repay the government for many medical expenses—and states will seize houses and other assets after those recipients die, in order to satisfy the debt.
Why Are the Daughters of the Late Broncos Owner Contesting His Trust?
Pat Bowlen’s two oldest daughters have put themselves at risk of being disinherited, by challenging their late father’s trust, which is in charge of selecting the next controlling owner of the Denver Broncos, a franchise valued at more than $2.5 billion.