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What Is the Primary Purpose of a Credit Shelter Trust?

September 14, 2021
A credit shelter trust is used to help married couples with significant assets pass their estates after their deaths to children or other beneficiaries without incurring estate taxes.
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What’s the Difference between a Conservatorship and a Guardianship?

September 13, 2021
The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
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How to Keep the Vacation Home in the Family

September 10, 2021
Vacation property can become a family legacy. Keeping your cabin, fishing lodge, hunting property or other special assets separate for future generations is often a special goal for a family.
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How Do I Sell a Home in an Irrevocable Trust?

September 9, 2021
I’m a trustee selling a home in irrevocable trust for a parent who died. There are two beneficiaries who will get the sale proceeds with a stepped-up basis. I’m filing Form 1041 but do I still have to file a Form 1040 to report anything for the beneficiaries?
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Key Dates for Planning Retirement

September 9, 2021
Each type of retirement benefit has a different eligibility age. Your age plays a big role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties.
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When to Use a QTIP Trust

September 9, 2021
If you’re married, you may consider establishing a QTIP trust, which is short for qualified terminable interest property trust.
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Court Upholds Kelly Clarkson’s Prenup

September 9, 2021
Kelly Clarkson had reason to celebrate on Wednesday after learning that a judge has upheld the prenuptial agreement in her bitter divorce battle with ex-husband Brandon Blackstock.
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Checklist for Estate Plan’s Success

September 3, 2021
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
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Does a Married Couple without Children Need a Will?

September 2, 2021
In fact, many couples with no children mistakenly believe that they are less likely to need a last will and testament than couples with children.
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What Exactly Is a Trust?

September 1, 2021
A trust is a legal vehicle that allows a third party, a trustee, to hold and direct assets in a trust fund on behalf of a beneficiary. A trust greatly expands your options when it comes to managing your assets, whether you're trying to shield your wealth from taxes or pass it on to your children.
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