Why Joint Tenancy is bad advice from lawyers? Why Joint Tenancy has no Asset Protection? The alternative is Intentionally Defective Irrevocable Grantor Type Trust.
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Watch the video on Medicaid Estate Planning
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For those of you not familiar with the 2005 Tax Reduction Act, some of the provisions address specific transfers by sen…
Watch the video on How the Nursing Home Spend-Down Program Affects You and Your Family
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Your Federal Government has mandated (as of June 30, 2006) that before you q…
Disclaimer: Estate Street Partners
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Traditional Limited Partnerships & Family Limited Partnerships: Pros and Cons. A Look at Other Trusts, Foreign Deferred Compensation & Private Banks
The concept of a trust was first used in Anglo Saxon times and is a contr…
Family Limited Partnerships can be abusive tax-free wealth transfers. How does the family limited partnership work and what are the disadvantages? To discount estate tax valuations of underlying assets used as a tax deferral strategy when…
Advantages of a Trust
Trusts are a powerful tax planning tool but they also have many other uses which are of equal if not greater importance. A properly drafted and managed trust can confer advantages under any or all of th…
What is a Private Bank? Foreign-Licesed Banks: Class “A”, Class “B”, Class “C”
If you have $1million and you have a sphere of influence of $100 million or more, a foreign licensed private bank is practically a license to have…
Defer Your Capital Gains Tax on Any Highly Appreciated Asset(s)
Capital gains taxes on highly appreciated assets may be postponed up to 30 years based on the life expectation of the seller. Earnings from re-investments…