Blog tagged as Trusts

The Virtues of Simplification
Financial simplification is a gift not only to you but to anyone who will have to make sense of your estate or trust. It's helpful to "Marie Kondo" your financial house as much as possible!
November 06,2022 09:54 AM - Comment(s)
What is a Donor-Advised Fund?
A lot of financial institutions are pushing clients hard into Donor-Advised Funds. When do they make sense and when are you better off using other strategies?
June 16,2022 01:44 PM - Comment(s)
How to Fairly Divide Family Heirlooms
Often it isn't just the money that causes hurt feelings in an estate. How do you navigate the tricky business of dividing up items that have a lot of emotion attached?
June 13,2022 09:57 AM - Comment(s)
What is a QTIP Trust?

Tax attorneys and accountants love their acronyms.  Some seem deliberately designed to confuse the rest of us.  For example, QTIP trusts.  They have nothing to do with ear cleaning or model airplane construction.  QTIP stands for Qualified Terminable Interest Propert...

April 21,2022 06:35 PM - Comment(s)
Who's on the Trust Team?
As the end of life nears for older relatives or clients, you need to assemble a team of experts to care for them and their assets. Who is on that team?
March 28,2022 10:48 AM - Comment(s)