Archive for May, 2007
Tuesday, May 29th, 2007
Using this method of charitable giving, you can actually give your assets away and keep them. It's like having your cake and eating it, too!Most people who take the time to plan their estate already have a strong sense of family and community and want to leave gifts to their ...
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Tuesday, May 29th, 2007
There are typically two types of beneficiaries for an Independent Retirement Account (IRA). A beneficiary can be either a spouse or non-spouse, and each group has different options and benefits to receiving money from an inherited IRA.INHERIT INDEPENDENT RETIREMENT ACCOUNT FROM SPOUSEIf you inherit an IRA from a spouse, you ...
Posted in ab trust, Executor Fees, sample wills, Trusts attorney | No Comments »
Monday, May 28th, 2007
A Family Limited Partnership is becoming one of the most popular methods to pass the equity in a larger estate to the heirs at a discounted tax rate, while retaining control, and at the same time, protecting the assets from lawsuits.This entity may be used to begin shifting ownership from ...
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