Estate-Plan-Trusts
Living Wills and Healthcare Power of Attorneys Help to Make Sure Your Wishes are Met
No one can foresee problems that may arise should he become incapacitated. Yet, you can avoid negative consequences of unforeseen problems by creating Living Wills and Healthcare Power of Attorneys (HCPOA). Read more →New Cyprus Residents - Make Sure You Know Who Will Inherit Your Estate
In an earlier article we drew attention to the need to review assets and the manner in which they are held in order to escape liability to inheritance tax in the United Kingdom. Read more →Offshore Asset Protection Trusts for US Citizens
When it comes to discussing offshore anything and US citizens - from offshore trusts to investments, from offshore banking to company incorporation - it? Read more →Offshore Trust - Effective Estate Planning, You Decide
The creation of offshore trusts and other financial plans is a way of shielding your assets from the laws of the nation in which you reside. It can sometimes be used to remove one of the two certainties of life; taxes. Read more →Oklahoma Estate Planning
Careful planning of your Oklahoma estate will take passion, dedication and experience. Because your estate has been worked for and paid off over the period of your life, it is very important that your legacy is passed down to later generations. Read more →Planning for Real Estate with Estate Planning
One of the most important considerations you will need to make in regards to your real estate holdings and your estate includes tax planning. If not handled properly, your estate could end up getting hit with significant losses due to taxes after your demise. Read more →Planning for the Intangibles
Every state has statutes and mechanisms in place that deal with disposal of tangible assets whether the deceased had a will or not. Families might fight over who gets the house, the cars, the stocks and the cash, but there is generally no question about where such property is located. Read more →Powers Of Attorney Vs. Successor Trustees - Does One Have More Power Than The Other
Question: I am listed as the Successor trustee, my bother is listed as the Durable Power of Attorney for property management of my father's estate. Does one have more power than the other. Read more →Private Annuity Trust, Charitable Remainder Trust or 1031-TIC: Which Is Right for You?
I've written a lot about how a PAT or a CRT or a 1031-TIC might be right for other people, but how do you decide if one is right for you? There are several things you should think about when trying to choose between these three options:1) Are you at a place in your life where you want to accrue assets or do you want to distribute them? Read more →Private Annuity Trusts - Supercharge Your Retirement
You have made some great investments in Real Estate or in a Stock Portfolio. Congratulations! Now you are ready to retire on your gains. But wait. To benefit from your investment appreciation, you're going to have to sell some or all of those assets. Read more →Aphorism
Albert Einstein was once asked, "What is the most powerful force in the universe?"
Albert Einstein