Trusts
Showing 24 results of 24
Has the IRS Ended the Step-Up Basis for Trusts?
Dec 05 2024
In this episode, we dive into the recent IRS revenue ruling that has the financial and estate planning communities buzzing. The possibility that trust accounts may no longer benefit from a step-up in ...
sites.libsyn.com
This Investment Is Cheaper and Better than Mutual Funds
Dec 03 2024
Opponents shouldn’t block 403(b)s from purchasing collective investment trusts. Anyone concerned about fees in retirement plans should be delighted that the use of collective investment trusts (...
crr.bc.edu
Collective Investment Trusts: Should Your 401(k) Hold Them?
Nov 12 2024
Your employer-sponsored retirement plan may hold a unique type of investment called a collective investment trust, or CIT. They come with benefits and risks that warrant a closer look....
kiplinger.com
Murdochs' Dispute Highlights Benefits of Trusts in Nevada
Oct 22 2024
As Murdoch family members clash over who will control voting shares in the Fox media empire, the court proceedings, in Nevada, are private....
kiplinger.com
The Pros And Cons Of Silent Trusts
Oct 21 2024
Some people want to create trusts but not let the beneficiaries know about them, at least for a while....
forbes.com
Strengthen Your Family's Legacy Protection With a Beneficiary Controlled Trust
Sep 23 2024
Few trusts provide this level of multigenerational asset protection....
kiplinger.com
Listener Voicemails: Social Security, Trusts, and IRA Math Mysteries
Aug 19 2024
In this episode we’re answering listener voicemails and tackling some tough questions about Social Security, RMDs, estate planning, and more. First up, we help Diane, whose husband is a minister...
sites.libsyn.com
Listener Q&A: Navigating Taxes, Trusts, and More
Jul 29 2024
In this episode of Big Picture Retirement, we’re back answering more of our listener-submitted questions. Join us as we cover: Anna's Query: When will NESARA begin? Ron's Question: Clarification...
bigpictureretirement.com
Revocable vs. Irrevocable Trusts: What You May Not Know
Jun 26 2024
Your choice to set up a revocable vs. irrevocable trust could have a big impact on your heirs....
kiplinger.com
Understanding Wills vs Trusts
Jun 17 2024
A woman plans for the future by comparing the benefits of a will and trust. Wills and trusts are two essential tools in estate planning that serve similar purposes but offer distinct advantages and co...
theretirementsolution.com
Irrevocable Trusts: Less Control Equals More Asset Protection
Jun 04 2024
Balancing the costs and benefits of surrendering control is key when ensuring a trust maker’s assets are properly managed and distributed the way they want....
kiplinger.com
Follow These Steps to Make Your Will Legal
Jun 04 2024
Home » Online Wills and Trusts Updated: Creating a will is one of the most important steps you can take to ensure your wishes are carried out after your passing. A legally valid will provides cl...
retirementliving.com
Who Will Care for My Pets When I Die? The Ins & Outs of Pet Trusts
May 28 2024
When estate planning, we often think about our spouse or children — but what about our furry family members? Here’s ... Read more...
physicianonfire.com
Ins and Outs of Domestic Asset Protection Trusts (DAPTs)
May 21 2024
You can create this type of self-settled irrevocable trust to protect your assets for yourself, rather than for someone else, but there are limits....
kiplinger.com
Revocable Trusts: The Most Common Trusts in Estate Planning
Apr 10 2024
Revocable trusts allow the trust maker complete control over the assets and can be quite efficient when it comes to capital gains and income taxes....
kiplinger.com
Who Refuses To Sign Legal Documents After They Are Prepared?
Mar 23 2024
Too many people get wills, trusts, powers of attorney and healthcare directives drawn up and then fail to sign them. Here's how to get past that....
forbes.com
Corporate Transparency Act: When People Named In Trusts Won’t File?
Feb 04 2024
Irrevocable trusts that own or control entities raise complex issues for reporting under the Corporate Transparency Act (CTA)....
forbes.com
411: How Charitable Remainder Trusts Can Help Maximize Your Retirement Savings
Dec 29 2023
This week's retirement reading is from The Street titled, Maximize Retirement Savings With Charitable Remainder Trusts: A 2023 Guide.Listen in as Casey Weade breaks down the article and shares what he...
retirewithpurpose.com
Unhappy With Your Trustee? 5 Ways To Remove Or Replace A Trustee
Dec 22 2023
Beneficiaries of trusts sometimes need to realize how much control they actually have over a trust. That is because they are unaware of a power sometimes found in trusts....
forbes.com
Estate Planning 101: What You Need To About The Basic Documents, Wills, & Trusts
Nov 21 2023
In this week’s video we’re going to look at an introduction to estate planning. This will kickoff a series of estate planning posts that will explore more in depth concepts surrounding it....
thomaskopelman.com
Act Before Year End: Corporate Transparency Act Is Coming!
Nov 14 2023
The Corporate Transparency Act requires owners and control persons of 32 million entities to file with the government. This is especially tough trusts own entities....
forbes.com
Administration's Greenbook Proposal Will Make Trust Reporting Horrendous Privacy Is Dead
Mar 10 2023
The Administration's Greenbook budget proposal includes broad, invasive and harsh reporting requirements for most trusts....
forbes.com
Trust vs Will: Which Do I Need?
Dec 16 2021
Both wills and trusts help pass assets to your beneficiaries and loved ones after you die, but whether you need one or both depends on your situation....
policygenius.com
What Is a Family Trust?
Sep 03 2021
A family trust is a subset of trusts that focuses on passing assets or money to your family members....
policygenius.com
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