Special Needs Trusts: What You Need to Know
Key Takeaways Special Needs Trusts offer: Financial Security: Provide financial support without affecting government benefits. Flexibility: Include first-party and third-party […]
Trusts
Charitable Lead Trusts: Types and Taxation
Key Takeaways Charitable Lead Trusts enable: Philanthropic Goals: Support charities while reducing tax liabilities. Flexible Structures: Offer various types for
What Are the Types of Charitable Remainder Trusts?
Key Takeaways Charitable Remainder Trusts offer: Tax Benefits: Allows for income tax deductions and potential elimination of capital gains tax.
What is a Charitable Remainder Trust and How Are They Taxed?
Key Takeaways Charitable Remainder Trusts provide: Income and Tax Benefits: Offers an income source while enabling significant tax deductions. Asset
Estate Planning Tax Changes: What To Expect Under New Administration
Key Takeaways Estate planning tax changes anticipate: Exemption Reductions: Potential lowering of gift and estate tax exemptions. Capital Gains Adjustments:
Part 2: Asset Protection and Nevada Asset Protection Trusts, Frequently Asked Questions
Key Takeaways Nevada Asset Protection Trusts offer: Enhanced Security: Strong protections against creditors. Short Statute Limitations: Only two years for
Part 1: Asset Protection and Nevada Asset Protection Trusts, Frequently Asked Questions
Key Takeaways Nevada Asset Protection Trusts offer: Robust Protection: Safeguard assets from creditors effectively. Flexibility in Estate Planning: Tailor to
Foreign Grantor Trust: The Basics
Key Takeaways Foreign Grantor Trusts offer: Tax Efficiency: Ideal for international tax planning. Flexibility: Both revocable and irrevocable options available.
Taxes, Trusts
Three Significant U.S. Trust Tax Cases, One Issue: Nexus Between a State and a Trust
Key Takeaways Trust taxation insights: Nexus Requirement: States must have a significant and existing nexus with a trust to tax
Nevada Dynasty Trusts: Asset Protection for Generations
4 Reasons to Consider Establishing Your Dynasty Trust in Nevada Choosing the right trust strategy to protect your assets is an important