Martin Shenkman, Esq., and Valentino Sabuco, Executive Director for The Financial Awareness Foundation that has helped pioneer the 'fee-only' financial planning profession over the last 40 years as a practice o...
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The actual rule is if you can provide some information you shift the burden back ti IRS for the IRSD to have to present a different basis analysis....
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When it comes to irrevocable trusts, many people believe you cannot make changes after it is established. However, that is not the case. You have the option to decant an irrevocable trust, which will allow you ...
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Statistics around legacy planning Specific process, Stages and timeline Benefits for the family Benefits for the advisor & attorney...
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In this video, we will cover: Basics of Income Taxation of Estates and Non-Grantor Trusts Differences in the Income Tax Charitable Deduction for Individuals, of the One Site, and Estates and Trusts on the Other...
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This webinar covers: - The intersection of charitable giving and estate planning including income tax and state estate tax reduction. - How one can obtain the full benefit of a significant charitable donation w...
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Jonathan Blattmachr and Layne Rushforth talk in this Webinar about curtailing fiduciary litigation. In the video below you'll be able to learn about types of disputes, litigation-curtailing options, planning ...
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All gun owners, whether a collector, enthusiast, or one just getting started with heavy ordinance, should consider a Gun Trust. A “Gun Trust” is a type of trust created by a weapon owner(a “grantor”) to...
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A term that explains how certain things go out of vogue and are replaced with another innovation or technology....
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