Tag Archives: living trusts
Timely Tax-Filing Topics: Divorce, 1099 Forms, Brokerage Accounts, Living Trusts, Elder Abuse
As we head into the heart of the tax-filing season, we have received many questions about a wide variety of related topics. Because we are so focused on taking care of clients during the work-week, we usually try to answer … Continue reading
Posted in Estate Planning, Filing Your Tax Return, Income Tax, Offshore Bank Account, Radio Show: Wealth Preservation and You, Tax Law, Tax Return Preparation, Trust Administration
Tagged $399, 1099 Forms, Brokerage Accounts, capital gains, cost basis, CP-2000, Divorce, Elder Abuse, estate plan trustee, Estate Planning, fiduciary responsibility, financial planner, foreign bank account, Form 1099, home equity line of credit, home improvement program, IRS, KDOW, living trusts, medical qualification program, multiple beneficiaries, non-licensed contractors, self dealing, tax filing, trust mill, trust package, Wealth Preservation and You
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Living Trust And Estate Tax Laws May Change. Will Your Estate Plan Still Be Appropriate?
We have recently written about living trusts, and their impact on estate taxes, but we feel the need to address this topic again, because of the uncertainly concerning the current federal estate tax laws, which expire at the end of … Continue reading
Posted in Estate Planning, Estate Tax, Radio Show: Wealth Preservation and You, Tax Law, Trust Administration, Trusts & Estates
Tagged $1-million, $5-million, abandoning property, divide an estate, estate plan, Estate Tax Laws, estate tax-rate, estate taxes, KDOW, life trust, Living Trust, living trusts, no contest clause, non-traditional families, power of termination, tax liability, transfer trust, trust fund, trust fund beneficiaries, trustee powers, trustee protector
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Asset Protection: Umbrella Coverage May Be Enough Based On An Assessment Of Your Risk
We recently discussed Asset Protection on our weekly KDOW 1220 AM radio show, Wealth Preservation and You. Instead of the usual approach of how to protect large amounts of valuable assets, we looked at the subject from the perspective of an … Continue reading
Posted in Asset Protection, Business Law, Estate Planning, Partnerships, Radio Show: Wealth Preservation and You, Starting a New Business, Succession Planning
Tagged 401(k) account, Alaska, artwork, Asset Protection, automobiles, Bay area, business partners, business planning, car collisions, caveat emptor, charging order, children's education, consumers, corporate assets, cross-state LLC registration, Delaware, do-it-yourself asset protection, gold jewelry, heart attacks, inside creditors, KDOW 1220 AM, landlords, lawsuit, living trusts, LLC versus corporation, middle-class homeowner, Nevada, New Jersey, outside creditors, personal assets, Pleasanton, radio show, rental property, retirement, San Francisco, San Jose, San Mateo, savings account, small-business owner, State Farm insurance agent, stocks, tenants, umbrella insurance, umbrella policy, Wealth Preservation and You, Wen Ling Cheng, worst-case scenario, Wyoming
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