Irrevocable grantor trusts protect farm assets from nursing home expenses while maintaining stepped-up tax basis for heirs.
As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...
SYRACUSE, NY – In Central New York, families planning for the future are increasingly turning to irrevocable trusts to secure their financial legacy, minimize risk, and protect their loved ones. As a ...
What to consider before downsizing.
Most trusts are revocable trusts. However, there are a few scenarios where an irrevocable trust is necessary. For example, some people choose an irrevocable trust when they have a large estate that ...
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Having your financial affairs in order is an intangible ...
Divorce is a major financial risk. Early offshore asset protection can preserve wealth before courts, costs, and forced ...
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