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?...
23 Nov What happens to a rental property held in a trust?
The specifics of each trust are important....
06 Oct Can an irrevocable trust be changed or canceled?
Changes can be made for trusts, but it's not always easy....
22 Sep What happens to property values in a trust when the trustor dies?
Assets receiving the step-up are also included in your taxable estate for estate tax purposes....
19 Sep Should I put my condo in an irrevocable trust?
Whether trusts are helpful is not one-size-fits-all....