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If you've been estate planning, you've probably come across the idea of setting up a trust. Trusts are flexible and diverse legal entities that you can use to achieve various estate planning goals, including reducing your estate tax burden.
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When people think about estate planning, a will is usually the legal document that first comes to mind. In reality, an effective estate plan should include additional elements, such as a trust, power of attorney, healthcare directives, and beneficiary designations.
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Estate planning can be a taxing (pun intended) part of creating a comprehensive financial plan. You worked hard to accumulate your wealth, and you want to pass as much of it as possible to your beneficiaries.
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Although estate planning can be complex, one of its primary goals is to help you make sure that your loved ones are taken care of into the future. That’s often why people choose to create trusts—legal structures that let you transfer assets to your beneficiaries while also reducing your estate tax liability. Not surprisingly, spouses are frequent beneficiaries of a trust.
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The concept of an inheritance is well known—but "inheritance," as defined by people and by the law, can often be two very different things.
Specializing in trust services, I’ve crafted estate-planning solutions for countless clients. A particular highlight for me is working with them on understanding the fundamental intricacies of inheritance. Let’s explore the process of passing on assets.
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Receiving an inheritance can be a strange thing. While you are still in mourning, you realize that someone close to you has entrusted you with their money or assets. And these are now your responsibility. Many people feel a complex mix of emotions—grateful, heartbroken, and overwhelmed all at once. Fortunately, working with a wealth planner can help you navigate this responsibility.
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Trusts can play a crucial role in your estate planning strategy. They can reduce your taxable estate and allow you to determine how and where your assets will be transferred to your loved ones after you pass.
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Trusts are popular estate planning tools used to transfer assets to beneficiaries while minimizing the effect of estate taxes. Spousal trusts, also known as marital trusts, fall into a subclass of trusts that can help you reduce the size of your estate for tax purposes while providing financial security for your spouse, family, and other beneficiaries.
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A common part of crafting a good estate plan is establishing a trust (or trusts). A trust can help reduce your estate tax liability and keep your assets where they belong: with your family and beneficiaries.
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A charitable lead trust (CLT) is a popular gifting technique that combines charitable planning with tax planning. CLTs are split-interest trusts, meaning the beneficial interests are split between charitable purposes and non-charitable beneficiaries. The trust starts by paying a fixed annuity or unitrust amount to a charitable organization for the “lead” period, which can be a term of years or someone’s life.
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Why do leprechauns get to have all of the fun? With St. Patrick's Day on our minds, we wanted to give you some tips on how to make the most of it if you find your very own pot of gold.