by Arthur Geffen | Aug 23, 2010 | Estate Planning Solutions, Medicaid, Special Needs, Tax Solutions, Trusts
The Newcomers needed to make sure the money they leave him won’t make him ineligible for insurance and services he needs. So they’ll leave his inheritance to a special-needs trust set up to protect Jerry and his assets. Experts suggest trust funds for children...
by Arthur Geffen | Aug 23, 2010 | Estate Planning Solutions
“There is a large group of people, probably the majority, whose estate plan is pretty straightforward and they plan to leave everything equally,” said Tom Junkin, senior vice-president at Fiduciary Trust Co. of Canada, a subsidiary of Franklin...
by Arthur Geffen | Aug 20, 2010 | Estate Planning Solutions, LGBT
But Kurland, 46, and Diehl, 56, are not married, nor would their union be recognized federally or in all but five states. And while a California court case regarding the legality of same-sex marriage winds its way through the appeals process (likely to end up before...
by Arthur Geffen | Aug 19, 2010 | Estate Planning Solutions, Trusts
The prospect of a government attack on a popular estate-planning technique, referred to as a grantor retained annuity trust, or GRAT, has been a topic of much discussion among wealth advisors and tax professionals over the past several months. Estate Planning:...
by Arthur Geffen | Aug 19, 2010 | Estate Planning Solutions, Pets
If your dog doesn’t have the bona fidos to rate as one of America’s top financial planners the best way to make sure your pet is well-provided for in the event it survives you is to add a pet trust to your estate planning documents. Ultimate Pet Care: Create a...
by Arthur Geffen | Aug 18, 2010 | Estate Planning Solutions
When Max, 62, lost his 59-year-old wife Jan unexpectedly to a heart attack, he felt totally adrift for the better part of a year. He was not in good health himself, having been diagnosed with emphysema and having already suffered one heart attack. Because of...
