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Blog Posts in 2015

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  • Who are the people involved with a living trust?
    Who are the people involved with a living trust?

    The grantor (also called settlor, trustor, creator or trustmaker) is the person whose trust it is. Married couples who set up one trust together are co-grantors of their trust. Only the grantor(s) can ...

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  • Gifting... An Easy and Satisfying Way to Reduce Estate Taxes
    Gifting... An Easy and Satisfying Way to Reduce Estate Taxes

    If you have a sizeable estate, you may want to consider giving some of your assets now to the people or organizations who will receive them after you die. Why? First, it can be very satisfying to see ...

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  • Why use a life insurance trust?
    Why use a life insurance trust?

    With a trust, the insurance proceeds will not be included in your estate, so you avoid estate taxes. You can keep the proceeds in the trust for years, making periodic distributions to your children ...

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  • The Special Needs Trust: Planning for a Disabled Dependent
    The Special Needs Trust: Planning for a Disabled Dependent

    If you have a child, sibling, parent, spouse, or other loved one who is physically, mentally or developmentally disabled — whether from birth, illness, injury or drug abuse — he or she may be entitled ...

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  • How Should You Hold Title to Real Estate?
    How Should You Hold Title to Real Estate?

    Your home is probably the most valuable asset you own. Yet most people don’t think about how to hold title until the title company poses the question when you buy or refinance. But this deserves ...

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  • An Introduction to Planning for Long Term Care
    An Introduction to Planning for Long Term Care

    Long term care is the kind of care you need if you are not able to perform normal daily activities (such as eating, dressing, bathing, and toileting) without help, and it is expected that you will ...

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