30 Dec Do I lose ANCHOR and other benefits with a house in a trust?
The specifics of the trust matter so it's worth meeting with a professional....
06 Nov How can I start a trust for my family that doesn’t cost too much?
Trusts can be complicated, so you need someone with experience to help. ...
03 Oct How is an IRA left to an estate taxed?
Trusts have one of the highest tax rates out there, so beware....
01 Oct Does this trust have to file a separate tax return?
Trusts can be an important estate planning tool -- if you understand them....
24 May Can a trust be eligible for rebates when someone dies?
If you don't review the rebate terms, you could leave money on the table. ...
15 Apr Can I use money in an irrevocable trust created in N.Y.?
A New Jersey attorney should review your trust if it was made in another state. ...
02 Apr What is the simplest way to dissolve my revocable trust?
It's not unusual for people to have second thoughts about trusts....
29 Mar Are trusts really taxed at 37%?
Before you create a trust, make sure you understand how it works....
11 Mar What happens to my IRA when I die under this trust?
Make sure your estate plan won't have unintended consequences....
24 Nov What taxes are due on this rental property that was in a trust?
Data breaches are all too common, so what can you do to protect yourself?...