If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
Author: Rodney Hatley
A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
After years of toiling away in the entertainment industry, Ray Liotta was able to build up an impressive net worth.
Happy 4th of July! Gathering with the family for a Fourth of July celebration is a heartwarming time for the family’s oldest members. It’s a day to celebrate our great nation’s independence, but also a time to take a longREAD MORE
After decades devoted to work, you’re ready to retire and celebrate your own personal Independence Day. Your plans might include spending more time with the family, visiting America’s National Parks, or ramping up your volunteer work. You might even beREAD MORE