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Is a Life Estate Right For You?
While a life estate deed is one of the tools in the estate planner’s belt, it is not the answer for everyone. As with any planning, the best option will depend on the goals, concerns and people involved.
Leaving instructions in your estate planning documents on how a seasonal property will continue to be used and/or owned after your death, can prevent friction amongst family members and ensure your investment can be enjoyed for decades to come.
Protecting one’s home in a Medicaid Asset Protection Trust (MAPT) is a common planning tool.
A bypass trust—also known as a credit shelter trust—is a type of trust commonly used in estate tax planning for married couples.
Crypto is a system of digital tokens that can be used as a currency between individuals in an online marketplace.
Most municipalities reassess property taxes annually regardless of who or what currently owns a property—a person, a business, a revocable trust, or an irrevocable trust.
This decision should be based on three main things: 1) the type of trust you are creating, 2) the assets you are putting into the trust, and 3) the dynamics of the family or others involved.
If you are a parent of a young child, you have probably heard that you should have a will. But do you know why?
While a trust technically becomes the owner of your home when you sign a deed transferring ownership to a grantor trust, rest assured that you will still receive the same real estate tax exemptions and/or benefits that you received when your home was owned in your individual name.
Whether a trust or last will and testament (“will”) is better for you is dependent on your assets, circumstances, and personal goals. Every person is different and therefore every estate plan should be tailored to the individual.
A pooled income trust is a type of supplemental needs trust that is used to shelter the excess income of a Medicaid recipient.
