Dear Kiwi and Mango,My husband and I are ready to embark on our Estate Planning. This is the second marriage for both of us, and we aren’t sure whether to get a joint trust or separate trusts? I read somewhere that there is a … [Read more...]
Print This PageCritter Corner: Tips for Healthy Family Conversations About Challenging Topics
August 20, 2024 by
Dear Raider,I want to talk about Estate Planning and inheritances with my family, as I believe that these are important topics. But before I do so, I want to get my family to communicate better in general. My husband brings … [Read more...]
Print This PageWhy Set Up a Trust for Your Children or Grandchildren?
August 14, 2024 by
If you are considering transferring wealth to your children or grandchildren, a trust is usually the best method. It is almost always the best way to protect an inheritance from potential depletion due to lack of financial acumen, … [Read more...]
Print This PageDoes the Corporate Transparency Act Apply to Trusts?
January 12, 2024 by
Q. My wife and I recently acquired a rental property and are considering forming an LLC this year and exploring any other options, such as trusts. I heard that the Corporate Transparency Act went into effect on the first of the … [Read more...]
Print This PageCritter Corner: What Do I Need to Do to Comply with the Corporate Transparency Act?
January 12, 2024 by
Dear Kiwi and Mango,I have an LLC that owns a rental property. I understand that I need to submit beneficial ownership information (BOI) to the US Department of Treasury's Financial Crimes Enforcement Network (FinCEN), per … [Read more...]
Print This PageProblems with Beneficiary Designations Part 2
June 3, 2022 by
Q. Last week, you wrote about why inheritance sometimes goes unclaimed, and how it’s a lot less likely when you have a trust in place. I read something about the downsides of beneficiary designations naming individuals and how … [Read more...]
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