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393 items found for "scams on elderly"
- Take a Bite out of Your Tax Bite
One strategy is gifting into a Grantor Retained Annuity Trust (GRAT), which lets you, in effect, loan assets to loved ones, which they pay back with interest.
- Watch Out For Robots Taking Over Your Brokerage!
With full-service brokers typically charging annual fees of at least one percent on a $100k investment
- Poor Man’s Trusts Approved in California
However, new ones can’t be executed after that date unless the law is extended.
- Not Just for Hollywood Stars: Protecting the Farm with a Pre-Nuptial
“One hundred years from now when there’s 50 decedents, there will still only be four member groups,”
- Be Brave and Talk about Estate Planning
estate planning attorney to find out about specific strategies that may be best for you and your loved ones
- Which Trust is Right for Me?
To qualify, a trust has to satisfy at least one condition in a list of requirements.
- Review Your Old Trusts
This is just one example of why it is important to review your estate plan with an attorney every few
- Reforming a Will Because of a Mistake
If you have had changes in your life or in the lives of your loved ones, then do not delay that phone
- Keep your Golden Years Golden
One of the most crucial is how to live within a budget.
- How to React to the Fed’s Rate Hike
With a CRAT, you place assets into a trust and name one or more charities as the ultimate beneficiary
- What Do I Do with My Powerball Millions and How Do I Keep it Quiet?
If you want to remain anonymous but didn’t purchase the winning ticket in one of those states, you have
- Consider an IRA as a Charitable Contribution Strategy
With children and charity to consider, money is left to one at the expense of another, so you always