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ARTICLES 

Qualified Personal Residence Trusts

The use of a “Qualified Personal Residence Trust” (QPRT) can provide a strong form of asset protection against creditors. This plan is...

Reciprocal Trust Tax Trap

A popular strategy allowing for family members, i.e., parents, siblings, or spouses, to create a trust for the benefit of each other in ...

Selecting a Successor Trustee

When it comes time to select a trustee for your living trust, which generally is established for family members, most of the time ...

Self-Cancelling Installment Note

The use of a Self-Cancelling Installment Note (SCIN) can be a very tax efficient method for transferring business interests to ...

Special Needs Trusts

Since many individuals with special needs are unable to obtain needed health coverage other than through Medical Assistance, it has...

To Sell or Not Prior to 2013

With the new tax laws potentially changing in 2013, the question is whether you should sell appreciated capital assets in 2012 to take ...

Trust Protector

The use of an irrevocable trust is probably one of the most effective estate planning strategies. A primary advantage is they allow ...

Why Estate Planning Now?

Why would somebody want to do estate planning under the American Tax Relief Act of 2012 (ATRA) if their estate was below $10,500,000? ...

Dying Without a Will or Trust

The act of dying without a will is called intestacy. The distribution under the laws of intestacy will vary from the wishes of the...

Money Management

For some people, professional money management is well worth the price. It saves their time and energy, and allows them to sleep nights...

Guaranteeing Retirement Income

A recent survey indicated that the vast majority of American’s between 55 and 75 would like to have a guaranteed lifetime income in ...

Evaluating the Risks of Long Term Care

Most people look forward to living a long, healthy life, planning and investing throughout their working years with the goal in mind of...

Long Term Care Filial Responsibility

Believe it or not, twenty-nine states, including California, have filial responsibility laws on their books. These laws can be used to go...

Long Term Care Planning Process

As a follow up to last month’s wealth tip wherein we discussed the risks associated with needing long term care, we are now going to ...

Long Term Care: A Family Decision

Despite the economic downturn in the U.S. over the past few years, public interest in long-term care insurance is quietly and steadily ...

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