Three Types of Tax Benefits From a Charitable Remainder Trust in Your Estate Plan
A popular way to make gifts by creating a charitable remainder trust. The following is an overview of the tax benefits of a charitable remainder trust..
Articles about Create a Trust
Tax and Medical Benefits Available to Same-Sex Couples
A significant source of confusion arises from the fact that only a certain number of states allow for legal, same-sex couples to marry. Read more here.
What are the Tax Consequences of a Crummey Trust in My Estate Plan?
Understanding the tax consequences of a Crummey trust in your estate plan is something a good estate planning attorney can help you with.
Survey Results: California Residents Want Long-term Care Services
The foundation is affiliated with a nonprofit insurer, which provides Medicare coverage, including coverage for long-term care services.
Survey Reveals Importance of Family Estate Planning Conversations
A new study reveals major concern for potential family conflict after the death of a loved one. View here for more from an Anaheim trust attorney.
Taking Your IRA Benefits in a Lump Sum Versus Remainder of Life Expectancy.
Choosing a lump sum versus remainder of life expectancy by making your trust beneficiary of your IRA, you can help provide for your family for generations.