Key Question for Estate Planners: Will I Outlive My Money?
One of the most commonly-asked question to estate planning attorneys is “How much money do I need to retire?” The two questions underlyin... Read More »
Tag Archives: Tax Planning
So Many Trusts, So Little Time!
Trusts are a time-tested pragmatic tool to help individuals and couples achieve specific goals, whether they are related to transferri... Read More »
Tags: Asset Protection, Credit Shelter Trust, Estate Planning, Estate Planning Lawyer, Estate Tax, Family Trust, Inheritance, Irrevocable Trust, Living Trust, Probate, Probate Attorney, Probate Court, Qualified Personal Residence Trust (QPRT), Qualified Terminable Interest Property (QTIP), Revocable Trust, Special Needs Trust, Tax Planning, Testamentary Trust, Trusts, Trusts and Estates
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Before You Say “I Do,” Do This
People are happy to spend hours and often, incomprehensible sums of money planning weddings, but when it comes to financial planning, they ar... Read More »
Tags: Asset Protection, Estate Planning Lawyer, Tax Planning, Trusts and Estates
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