Understanding Trusts
Understanding Trusts In recent years the public has been bombarded with a barrage of advertisements, brochures, and articles about trusts…
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Getting Help from a Financial Professional
Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you’re…
How will estate taxes be paid if I leave no provision in my will?
The IRS places an automatic lien against your estate for any estate taxes that may be due. If your will…
Retained Income Trusts
Introduction A retained income trust is a type of irrevocable trust, whereby an individual (called the grantor) transfers assets to…
Personal Residence Trust
Qualified Personal Residence Trust A qualified personal residence trust (QPRT, pronounced “Q-Pert”) is a specialized form of grantor retained interest…
Leaving a Legacy
You’ve worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your…
Advantages of Trusts
Why you might consider discussing trusts with your attorney Trusts may be used to minimize estate taxes for married individuals…