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For individuals with substantial IRA or 401(k) balances, estate planning requires careful consideration to ensure that wealth is preserved, protected, and transferred efficiently. Traditional trust structures, while useful for asset protection, often…
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Married couples in Florida may be overlooking a significant tax-saving opportunity that could protect their wealth and streamline the transfer of assets. A Florida Community Property Trust (FCPT) allows couples to achieve the same tax advantages as t…
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Most people think about estate and trust administration as simply dividing up a loved one’s assets after their deaths. But life is complicated and sometimes personal representatives and trustees face complicated financial situations. Other times, b…
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You likely already know that a trust is one of the best ways to avoid probate and control the distribution of your estate. But having trust documents in your safety deposit box or cloud storage isn’t enough. The problems with an unfunded trust can…
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If you have been named the trustee for a loved one’s irrevocable or testamentary trust, you may find yourself with a lot of responsibilities you were not fully prepared for. Especially when the beneficiaries are your friends and family, it can be h…
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A trust is designed to control the distribution of a person’s assets and properties, often while minimizing or eliminating court involvement. But sometimes a trust contest lawsuit is necessary to interpret that grantor’s wishes, or protect their…
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As you consider your options in creating an estate plan, you may find some terms confusing, or possibly too similar to tell apart. But understanding the differences between a revocable vs irrevocable trust can make a significant difference in your ow…
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When a loved one dies it can create tension among relatives and strain family relations. Often, long-held family dynamics can become exaggerated and create conflict, sometimes even resulting in court filings. Here are some tips to prevent sibling riv…
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Not every estate plan needs a special needs trust within it. But if your loved one depends on money from the government for their care and support, special needs trusts may be essential to protecting them after you are gone. What is a Special Needs T…
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You may have strong feelings about the way you want your affairs handled after your death. You may believe (rightfully) that an heir will not handle their inheritance well, or that a spouse or family member should not receive a share of your assets.…
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