Spousal Trust for Protection for Your Spouse (or From Your Spouse)
A trust set up for the benefit of your spouse can provide powerful protection for your spouse while at the same time protect your vision for the ultimate distribution of…
A trust set up for the benefit of your spouse can provide powerful protection for your spouse while at the same time protect your vision for the ultimate distribution of…
What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time works especially well in a low-interest rate environment…
In the world of property privacy planning, it would be nice if a single solution existed to protect a person and his or her assets from the preying eyes of…
One of the biggest areas that is often overlooked in an estate plan are the seemingly innocuous beneficiary designations tied to assets like retirement accounts and life insurance. The beneficiary…
Sometimes it’s hard to see the forest through the trees. This is as true for sophisticated estate planning as it is for anything else. It’s worthwhile then to step back…
Think of a unique piece of property. Maybe it’s a plot of land you own that is situated perfectly to be added to the Badger Mountain trail system. Maybe it’s…
Young families need wills. But, the legal profession has an admitted problem—the use of attorneys is expensive and can also be time consuming. It is also one of the many…
Donor Advised Funds have gained in popularity in recent years. They provide an easy way to facilitate charitable giving, they can increase tax savings, and they can be creatively employed…
Property rights are often considered a “bundle of sticks” where a person can own varying interests in land. The person can own the entire bundle – called “fee simple.” Or,…
Sometimes the concept of financial planning is considered distinct from the more laborious and esoteric task of estate planning. The financial plan is the “low hanging fruit” that is usually…