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Home » trusts

Planning for Education Expenses

September 17, 2019 by Anthony Moccia Leave a Comment

Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article looks at how a trust can be used to provide for your child or grandchild’s education. The article looks at how a trust can protect those funds. Planning for Education Expenses … [Read more...] about Planning for Education Expenses

Filed Under: Estate Planning, Legal Education Tagged With: 529, education, planning, trusts

Planning for Special Needs Children

September 12, 2019 by Anthony Moccia Leave a Comment

Planning is important when providing for any of your children. But planning is even more important for special needs children. Without proper planning, an inheritance can jeopardize a special needs child’s needs-based benefits, such as SSI or Medicaid. Read on to learn more about planning for special needs children. Planning for Special Needs Children … [Read more...] about Planning for Special Needs Children

Filed Under: Estate Planning, Legal Education Tagged With: planning, special needs, trusts

529 Plans: Planning for Education with a Tax and Asset Protection Bonus

September 10, 2019 by Saul Kobrick Leave a Comment

Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article looks at how 529 plans may have tax advantages when providing for education. Further, the article looks at how such a plan may provide asset protection in bankruptcy, as well. 529 Plans: Planning for Education with a Tax and Asset Protection Bonus … [Read more...] about 529 Plans: Planning for Education with a Tax and Asset Protection Bonus

Filed Under: Estate Planning, Legal Education Tagged With: 529, education, planning, trusts

Kiddie Tax is Worse Than Ever

June 20, 2019 by Anthony Moccia Leave a Comment

The Kiddie Tax can apply to the unearned income of children. Read on to learn if this tax applies to you or your children. Also, learn ways to avoid the Kiddie Tax. Kiddie Tax is Worse Than Ever … [Read more...] about Kiddie Tax is Worse Than Ever

Filed Under: Estate Planning, Legal Education Tagged With: beneficiaries, income tax, Kiddie Tax, trusts

Beneficiary Designations, etc., Aren’t a True Substitute for a Trust

March 19, 2019 by Anthony Moccia Leave a Comment

beneficiary-designations

TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a trust. Read on to learn more. Beneficiary Designations, etc., Aren’t a True Substitute for a Trust … [Read more...] about Beneficiary Designations, etc., Aren’t a True Substitute for a Trust

Filed Under: Estate Planning, Legal Education Tagged With: beneficiary designation, joint tenancy, Pay On Death, POD, TOD, transfer on death, trusts

How Are Trusts Taxed?

December 25, 2018 by Anthony Moccia Leave a Comment

Trusts are useful vehicles both during life and after death. This article examines how trusts are income taxed. Grantor trusts are taxed to the grantor, regardless of whether the income is distributed to them. Nongrantor trusts are separate taxpaying entities but get a deduction for distributions to beneficiaries. Read the article to learn more. How Are Trusts Taxed? … [Read more...] about How Are Trusts Taxed?

Filed Under: Estate Planning, Legal Education Tagged With: grantor trust, nongrantor trust, trusts

Trusts for Privacy

September 18, 2018 by Anthony Moccia

Trusts have many uses. Perhaps the most important is that they can provide privacy at death. Garry Shandling is thought to have used a trust to provide privacy for those he left behind. Trusts for Privacy … [Read more...] about Trusts for Privacy

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, incapacity, privacy, probate, trusts

Estate Planning is Too Important to Procrastinate

September 4, 2018 by Saul Kobrick

Only 44% of Americans have even a simple Will. We procrastinate for several reasons. Learn those reasons and how to push past them. Learn, briefly, why planning is important. Estate Planning is Too Important to Procrastinate … [Read more...] about Estate Planning is Too Important to Procrastinate

Filed Under: Estate Planning, Legal Education Tagged With: love, Medicaid, planning, power of attorney, trusts, wills

Sager Family Shows Perils of Blended Families

February 13, 2018 by Saul Kobrick

Blended families require special planning. Communication of those plans is key to keep frictions to a minimum. This story examines the controversy in the family of sports reporter Craig Sager, who died in December 2016. Sager Family Shows Perils of Blended Families … [Read more...] about Sager Family Shows Perils of Blended Families

Filed Under: Estate Planning, Legal Education Tagged With: blended family, divorce, Estate Planning, trusts, will contest

A Special Option for Special Kids

January 18, 2018 by Saul Kobrick

When planning for children with special needs, it takes special care to preserve their eligibility for public benefits. An ABLE account is a new way to preserve eligibility while gaining tax advantages. Read on to learn more about this new tool in planning for those who were disabled by age 26. A Special Option for Special Kids … [Read more...] about A Special Option for Special Kids

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, planning, trusts

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