Issues Regarding Valuation of Cash and Non-Cash Assets in Estate Planning
Valuation of Cash or Financial Assets Valuation of Cash or Financial Assets is determined by providing an independent statement such […]
Report Warns Retirees about Potential Downsides of Reverse Mortgages
Reverse mortgages have been around for years. But they're getting a new spin: Some senior homeowners are tapping into their […]
Qualified Domestic Trusts (QDOT)
The basic idea of a Qualified Domestic Trust or QDOT (normally built into most revocable living trusts) is to avoid […]
Business Continuity Solutions In Case of Death or Incapacitation
How does your small business Corporation or LLC pass to your family members upon your death? We have come across […]
Is This Your Situation: Worried about Taxes on an Asset Sale?
There is always a temptation to just sell off assets that you've accumulated and take the cash. But that generally results […]
Naming Trusts as Designated Beneficiaries of Retirement Accounts
Treasury Regulations Permit Naming Trusts as (Designated) Beneficiaries of Retirement Accounts While often viewed as a “gray” area, the reality […]