Tag: Grantor

We Want to Draft Your Legacy

What are the Advantages of a Business Trust?

July 20, 2022
Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
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What Is the Best Way to Leave Money to Children?

June 13, 2022
Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
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What Is a Pour-Over Will?

May 25, 2022
A pour-over will is a particular kind of will created to work with a trust, with a goal of facilitating the transfer of assets if the person creating the trust (the grantor) has not transferred all of their assets into the trust.
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What Happens to a Pet when Owner Dies? Consider a Pet Trust

April 26, 2022
While it’s never fun or pleasant to think about what will happen to them if the worst should happen to us, it’s very important to consider how we can ensure that they are well cared-for when and if we are no longer able to care for them ourselves.
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How Does a Trust Fund Work?

April 19, 2022
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
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What Can I Do Instead of a Stretch IRA?

March 31, 2022
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
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What Is a Revocable Trust and How Does It Work?

March 23, 2022
Trusts are often associated with the rich. However, the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
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What Is the HEMS Standard?

February 10, 2022
The ‘HEMS’ (health, education, maintenance, support) standard in estate planning is used to guide trustees in how/when they should release funds to a beneficiary.
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Can You Remove Someone from a Life Estate?

January 13, 2022
Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.
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Does a Trust Protect You From a Lawsuit?

December 14, 2021
Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
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