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Tag: Trusts

6 Key Steps For Conscious Co-Parenting—Part One

Committing to a conscious divorce means protecting your children from end-of-marriage related trauma. When the marriage ends in a cooperative manner, divorce can be transformed from a contentious event into one that can inspire healthy growth. In fact, engaging in divorce with a positive focus can better prepare both you and your kids for your… Read more »

Avoid This Major Mistake When Adding an IRA to Your Estate Plan

Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or trust that there’s no need to list the same person again as beneficiary in their IRA paperwork. Because of this, they often leave the IRA beneficiary form blank or list “my estate” as the beneficiary…. Read more »

The Ins and Outs of Collecting Life Insurance Policy Proceeds

Unlike many estate assets, if you’re looking to collect the proceeds of a life insurance policy, the process is fairly simple, provided you’re named as the beneficiary. That said, following a loved one’s death, the whole world can feel like it’s falling apart, and it’s helpful to know exactly what steps need to be taken… Read more »

Donate Appreciated Assets to Charity Instead of Selling Outright For Tax and Income Benefits Using a Charitable Remainder Trust

If you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder trust (CRT) to avoid income and estate taxes—all while creating a lifetime income stream for yourself or your family AND supporting your favorite charity.  A CRT is a “split-interest” trust, meaning… Read more »

Appoint a Guardian to Keep Your Kids In Safe Hands At All Times

Probably every parent who has watched the news lately has felt the heartbreak  over what’s happening to immigrant families at the border due to the Trump administration’s immigration regulations.  As you likely know, the administration’s new “zero-tolerance” policy has led to the separation of more than 2,300 children from their parents at the U.S.-Mexico border… Read more »

Safeguard Your Cryptocurrency Assets With Estate Planning

One of the biggest appeals of cryptocurrency, like Bitcoin, is that it is decentralized, unregulated, and anonymous. There are no financial institutions controlling it, and unless you tell someone you own digital currency, it remains a secret. When it comes to estate planning, however, that kind of secrecy can be disastrous. In fact, without the… Read more »