The use of a joint revocable living trust as the primary estate planning instrument may be appropriate in limited circumstances, but its use can result in significant gift and estate tax problems in larger
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The use of a joint revocable living trust as the primary estate planning instrument may be appropriate in limited circumstances, but its use can result in significant gift and estate tax problems in larger
[dropcap4 variation="red"]I[/dropcap4]t is not often that we have the ability to eliminate capital gains tax on the transfer of an appreciated asset, obtain income for life and the life of our spouse, and
Presented by: Doug W. Davis, Davis Law Group, and Robin W. Tull Jr., CFP, Tull Financial Group The Chesapeake Regional Health Foundation will be hosting an educational seminar on Estate Planning. We invite
I previously posted a two part series entitled “The Transfer of Title and Sale of Real Estate after Death” which can be found here: PART I and PART II. This has proven to be
What Is Estate Planning? Estate planning is a process that primarily addresses who will receive your assets at death and the manner in which those assets are transferred to your beneficiaries. Further, a
"Estate Planning Mistakes - and How to Avoid Them" -- Presented by Doug W. Davis, Davis Law Group and Robin W. Tull Jr., CFP, Tull Financial Group, Inc. The Chesapeake Regional Health Foundation
The Revocable Living Trust (“Living Trust”) is a bedrock foundation of the modern estate plan. A properly drafted Living Trust offers you complete asset control during your lifetime; provides for you and your
[image_frame style="framed" align="left" title="Estate Planning"]/wp-content/uploads/2012/07/Elderly-walking-away-e1342018822849.jpg[/image_frame][dropcap4 variation="red"]L[/dropcap4]ast week we received a call from one of our clients whose father had died recently. When she came into the office and provided the Will for our
[image_frame style="framed" align="left"]/wp-content/uploads/2012/05/MP900289531-e1339074851901.jpg[/image_frame][dropcap4 variation="red"]F[/dropcap4]or some reason we don't often think about Wills, Trusts or Powers of Attorney, or about making sure that the things we own or are responsible for are going to
[image_frame style="framed" align="left" title=Asset Protection]/wp-content/uploads/2012/05/CruellaDevillepose_jpg-150x150.png[/image_frame][dropcap4 variation="red"]H[/dropcap4]ow can I keep my son's wife from getting his inheritance? Its funny but during the course of most discussions between husbands and wives involving the distribution of
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