Estate Planning for Families with Kids

Article, Estate Planning, wealth preservation

OF HEARTS AND MINDS Estate Planning for Families with Kids If you are a parent and have children, this series on estate planning for families with kids is designed to address your basic estate planning questions. When I meet with clients with children under the age of...

Planning for a Loved One with Special Needs

Article, Estate Planning

When planning for a loved one with special needs, here are a few points to consider. When I speak of a Special Needs Trust, I sometimes use the term ‘luxury trust’. My point in using this term is to highlight the fact that Special Needs Trusts are designed to provide...

Special Needs Planning: One Trust or Two

Article, Estate Planning

The importance of a Special Needs Trust was reviewed in a previous article in this paper. In that previous article, we noted that the purpose of the Special Needs, or Luxury Trust, is to provide assistance to the special needs child beyond that which is provided by...

Have Your Cake and Eat it Too with a Charitable Remainder Trust

Article, Estate Planning, wealth preservation

Here is a tasty estate planning recipe to consider: INGREDIENTS: 1 Cup Appreciated assets (rental or vacation property, or appreciated stock are good choices). 1 Charitable Remainder Trust. Can be for a single person or married couple. Can be a Uni-Trust or an Annuity...

The ABC’s of Estate Planning: Part 1

Article

THE ABC’s of HEALTH CARE DIRECTIVES, part 1 Advance Health Care Directives, often referred to as Living Wills, Advance Medical Directives or Powers of Attorney for Health Care are important estate planning documents for individuals from 18 to 80 and beyond. What is an...