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Posts in August, 2016

  • Aug 22 What is the role of limited partnerships in estate planning?

    One role is that it offers important estate tax benefits. FLP interests are subject to a discounted valuation by the IRS. An FLP ...

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  • Aug 15 For Asset Protection, Can an Inheritance Also be Directed to a Protective Entity on Behalf of a Beneficiary?

    Certainly. And it’s often wise to do so. A testator who wants to safely bequeath wealth to a beneficiary should direct the ...

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  • Aug 09 A Finalist for QVC's Sprouts Competition, Ashley Martini Stands at the Door to Success

    This week, we would like to take a moment to recognize the outstandingly talented creator of the Emergency Dress , Ashley Martini. ...

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  • Aug 08 How can beneficiaries prevent their creditors from seizing their future inheritance?

    That’s an excellent – and often overlooked – question. One option is to disclaim their inheritance. A beneficiary who disclaims ...

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  • Aug 01 How can I best accelerate my lifetime gifting to my children to reduce my taxable estate and also to have less money vulnerable to my prospective creditors?

    Accelerated lifetime gifting can reduce your estate taxes and also protect those assets you don’t need to support your lifestyle. ...

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