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Blogs about: Irrevocable Trust

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The “Change Your Mind” Irrevocable Trust

mikekilbourn wrote 1 month ago: The primary purpose of any irrevocable trust is to keep trust assets out of the taxable estate of th … more →

Tags: Estate Planning, Trustee, Trust Protector, Estate Indebtedness Reduction, Loan Provision

In Sickness and in Health: When is the Right Time to Prepare a Will

nacollawfirm wrote 3 months ago: Despite the recent drama over Michael Jackson’s death, he did many things right when it comes to end … more →

Tags: Probate and Will Contests, Last Will and Testament, right time to prepare a will, division of estate, executor of will, protect assets with a will, protect assets with a trust, Financial Advisor, revocable living trust

Do I need to file a separate tax return for my trust?

The Legacy Lawyer wrote 5 months ago: Not while it’s fully revocable, you don’t. While your living revocable trust remains ful … more →

Tags: Living Trusts, living revocable trust, separate tax return, SS-4, tax return, Trust, trust tax return

How to Make Sure Your Cash Investments Have FDIC Protection1 comment

stevestang wrote 8 months ago: Written by Rob Williams, Director of Income Planning, Schwab Center for Financial Research, March 16 … more →

Tags: Investing strategy, FDIC, CD, bank merger, Ownership Category, IRA, Coverdell, joint account, Emergency Economic Stabilization Act of 2008

Who Will Make Your Decisions?

Jerrold Bartholomew wrote 1 year ago: Perhaps the most important lesson an estate planning attorney can convey to a client is that your en … more →

Tags: Estate Planning, Pre-Planning for Long Term Care, disability planning, Probate Court, Probate, Michigan Estate Planning, Guardianship, financial power of attorney, Medical Power of Attorney

Asset Protection Iron Triangle 1 Minute Seminar

goc4brix wrote 1 year ago: View the video by clicking here. === If I am a creditor, judgment lien holder, ex-spouse, or an IRS … more →

Tags: Economics, Financial, Vocational, llc, incorporate, beneficiary controlled trust, Asset Protection, Asset Protection Iron Triangle, corporation

Asset Protection Iron Triangle

goc4brix wrote 1 year ago: The Asset Protection Iron Triangle uses a no-asset C Corporation, Limited Liability Companies, and a … more →

Tags: Financial, llc, corporation, incorporate, Asset Protection, limited liability company, beneficiary controlled trust

Medicaid Planning with an Irrevocable Trust

gabrielheiser wrote 1 year ago: You know that you, your spouse, or a parent is facing a nursing home stay. It’s not tomorrow, … more →

Tags: Elder Law, Medicaid, Trusts, Asset Protection, nursing home


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