Did you know that one of the most common forms of property ownership in the United States is joint tenancy with rights of survivorship (joint tenancy)? Joint tenancy is a legal right to property ...
Effective January 1, 2017, Defined Benefit Program members and Cash Balance Benefit Program participants may designate a special needs trust or supplemental needs trust, as an option or annuity ...
What happens to your business if you are disabled or die? A Buy-Sell Agreement provides a plan for a seamless transition with minimal disruption to your business. There are two categories of Buy-Sell ...
Understanding the California Probate Process There is no question that losing a loved one is a sad and difficult time for a family, relatives and close friends. Once someone passes, those left behind ...
To ensure that you get taxed once when your spouse passes, you should consider a bypass or credit shelter trust. This trust is often utilized by spouses when preparing their estate plans. The credit ...
A dynasty trust is an irrevocable trust designed to eliminate the following taxes -- gift, estate and generation-skipping taxes -- for generations of the grantor's family , a "dynasty". Depending on ...