Ground Rules for the Division of an Estate

Ground Rules for the Division of an Estate

In Estate Planning – An Ounce of Prevention is Worth a Pound of Cure

In Estate Planning – An Ounce of Prevention is Worth a Pound of Cure

Estate - Your Questions Answered - Health Savings And Power Of Attorney

Currently, the premium is split 50/50 between employer and employee. I pay $205.00 per month. Under the HRA it will still be split 50/50, but the employer is going to fund each employee's Personal Medical Fund up to $900.

The Shock of Sudden Death and Probate

The sudden death of a loved one is a terrible shock. As this author discovered, the shock increases if you have to go through Probate. Her advice may help you with estate planning and to expedite Probate if you must go through it.

Living Trust Confusion

With all the misinformation on the web about living trusts, it's easy to be confused. The truth is that living trusts are good for some people and not for others. Only by educating yourself can you know if a living trust is for you.

ILIT - The Irrevocable Life Insurance Trust

If you are contemplating buying life insurance to pay estimated future estate taxes, you will probably want to use an Irrevocable Life Insurance Trust. Here's why...

Real Estate Tax - Tax Maps, Real Estate Tax Exemptions, Estate Tax Lien Information and More

On real estate tax. History of real estate tax, property assessor, real estate tax maps; limitations of increasing property taxes with homestead real estate tax exemption; delinquent real estate tax penalties; lien on property and use of tax certificates; about estate tax lien and filing affidavit by executor to remove estate tax lien. Real estate worth more than $1.5 million subject to federal estate tax.

Offshore Annuity, Deferred Variable Annuity

An Offshore Annuity is an annuity that will gain interest at a rate determined by the investment portfolios, and either the owner or annuitant will be taxed at beginning of withdrawal period. Used in wealth preservation. Offshore Trust is usually owner of Offshore Annuity. Difference of Deferred Variable Annuity. Benefits of Offshore Annuity: flexibility, asset protection, tax advantages. On fraudulent transfer laws of Offshore Annuity and Offshore Trust. How to purchase an Offshore Annuity?

Asset Protection Trust Formation Inheritance Trust Wealth Planning And Protection Tax Planning

Trust information, Asset protection trust, Wealth management trust, Inheritance trust and tax planning consultations.

Trusts - Trust Formation - Trustees Asset Protection - Trust Offshore Asset - Protection Inheritence

Trust an entity created for the purpose of protecting and conserving assets for the benefit of a third party, the beneficiary - A contract affecting three parties, the settler, the trustee and the beneficiary.

Single Member LLC- Charging Order, Creditor Claims, Pass-through

Single member LLC is not enough to protect the member from creditor claims. The Charging Order does not define the creditor as a substituted limited partner for tax purposes to protect the single member LLC. Fraudulent conveyance and Civil Conspiracy can be judged against the financial planner, lawyer or accountant. What is the Uniform Fraudulent Transfer Act.

Joint Tenancy

Benfits of joint tenancy.

Offshore Bank Accounts Pros, Cons, Interest Benefits

Offshore bank accounts have advantages and company benefits from the low interest rates on loans and higher return of investments. Switzerland and Cayman Islands are the most common destinations. Discuss Patriot Act, IRS, Qualifying Intermediary Requirements on US-funded investment income.

Will or Trust? The Wrong Choice Could Cost Thousands

The average will costs, $400-$500 a trust $2000. Which costs more? Find out the true costs of each and make the most of your estate planning time and dollars.

Six Tips On A Florida Living Trust - Sunshine Estate Planning

A living trust helps avoid the expense and delays of probate in Florida. It also allows you to hand over management of your assets to someone else if you become incapacitated.