Blog

Can You Use a Trust to Fund Higher Education?

  • July 17, 2019

This approach isn’t for everyone, but if your assets are large enough that you may be facing estate tax issues, a trust may reduce your potential future estate tax, while funding the costs of college education. The 529 college savings…

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Watch Out for Uncle Sam’s Penalties in Retirement

  • July 17, 2019

If you thought retirement was all fun and games, think again! Penalties for missing deadlines, failing to take distributions in a timely manner and other mistakes, can have a big impact on retirement finances. Taxes are just one of the…

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How to Prove Heirs Have Ownership of Mom’s House

  • July 17, 2019

Having a properly prepared will that clearly states your wishes, is the most important part of passing an asset like the family home to your children. Understanding the process by which real property is passed along to heirs, can give…

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How Do Those Assets Get into the Trust?

  • July 17, 2019

If you don’t get the assets into the trust, you end up with an “unfunded” trust. If an “unfunded” trust ends up being created because assets were not transferred, there are a number of things that can happen when the…

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