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Articles, tagged with "beneficiary", page 3
Estate Planning
A Grantor Retained Annuity Trust or “GRAT” is one of the most powerful and tax efficient wealth transfer tools available today. A GRAT allows a person to transfer the future appreciation of an asset to his/her children with little or no gift t...
Author: Julius Giarmarco, Esq.
Grantor Retained Annuity Trusts
24th March 2010A Grantor Retained Annuity Trust or “GRAT” is one of the most powerful and tax efficient wealth transfer tools available today. A GRAT allows a person to transfer the future appreciation of an asset to his/her children with little or no gift t...
Author: Julius Giarmarco, Esq.
Trusts
Estate planners use trusts to protect beneficiaries from their inability, their disability, their creditors and their predators. Included under “creditors” are the IRS and divorced spouses. More sophisticated estate planners generally create m...
Author: Julius Giarmarco, Esq.
Using Trusts to Protect Heirs
19th March 2010Estate planners use trusts to protect beneficiaries from their inability, their disability, their creditors and their predators. Included under “creditors” are the IRS and divorced spouses. More sophisticated estate planners generally create m...
Author: Julius Giarmarco, Esq.
Real Estate Law
Yes. The nature of your assets and how you hold title to those assets is a critical factor in the estate planning process. Before you take title (or change title) to an asset, you should understand the tax and other consequences of any proposed change. Yo...
Author: swapnamanikssys
Does the way in which I hold title make a difference?
12th March 2010Yes. The nature of your assets and how you hold title to those assets is a critical factor in the estate planning process. Before you take title (or change title) to an asset, you should understand the tax and other consequences of any proposed change. Yo...
Author: swapnamanikssys
Immigration Law
A stokes interview happens primarily in marriage based immigration cases. Very often, U.S. Citizens sponsor their spouses for Permanent Residence to the United States. Upon submission of the documents, the USCIS office forwards an interview notice to th...
Author: N M Gehi
STOKES INTERVIEW IN MARRIAGE BASED IMMIGRATION CASES
15th December 2009A stokes interview happens primarily in marriage based immigration cases. Very often, U.S. Citizens sponsor their spouses for Permanent Residence to the United States. Upon submission of the documents, the USCIS office forwards an interview notice to th...
Author: N M Gehi
Taxes
There are many ways of mitigating or avoiding the burden of Inheritance Tax but the most common way is to give away assets during your lifetime. Whilst this can be achieved by way of an outright lifetime gift, there may be reasons why this is not appropri...
Author: Connor O’Daly
Using Trusts in Inheritance Tax Planning
10th December 2009There are many ways of mitigating or avoiding the burden of Inheritance Tax but the most common way is to give away assets during your lifetime. Whilst this can be achieved by way of an outright lifetime gift, there may be reasons why this is not appropri...
Author: Connor O’Daly
Trusts
If you consider protecting your wealth, take into account creating a beneficiary trust. This trust is an irrevocable process since you agree to give up control over your welfare in your beneficiary's behalf. A beneficiary can be anyone you wish. This pers...
Author: Klik Sail
Protect Your Welfare With A Beneficiary Trust.
25th November 2009If you consider protecting your wealth, take into account creating a beneficiary trust. This trust is an irrevocable process since you agree to give up control over your welfare in your beneficiary's behalf. A beneficiary can be anyone you wish. This pers...
Author: Klik Sail
Trusts
Each human being has a weakness when it comes to wealth. If you care about your future generations, consider creating a dynasty trust. It gives you the opportunity to protect your estate as well as to secure their future. The dynasty trust is a complex...
Author: Klik Sail
The Dynasty Trust, The Perfect Way To Protect Your Generations Welfare.
25th November 2009Each human being has a weakness when it comes to wealth. If you care about your future generations, consider creating a dynasty trust. It gives you the opportunity to protect your estate as well as to secure their future. The dynasty trust is a complex...
Author: Klik Sail
Trusts
As a definition, a grantor trust is a process that takes place when one decides to organize his/her welfare. The grantor can coordinate his/her belongings during his life time. One of its advantages is that the grantor has the right to change or even canc...
Author: Klik Sail
Attorneys For Or Against The Grantor Trust.
25th November 2009As a definition, a grantor trust is a process that takes place when one decides to organize his/her welfare. The grantor can coordinate his/her belongings during his life time. One of its advantages is that the grantor has the right to change or even canc...
Author: Klik Sail
Trusts
A grantor trust could be defined as the trust over which the grantor or any other specialized person has the power to control the trust's assets or income. The welfare can be controlled during the owner's life who has the power to cancel or change it. ...
Author: Klik Sail
Grantor Trust - The Perfect Way To Control Your Welfare.
25th November 2009A grantor trust could be defined as the trust over which the grantor or any other specialized person has the power to control the trust's assets or income. The welfare can be controlled during the owner's life who has the power to cancel or change it. ...
Author: Klik Sail
Trusts
A good thing to use when it comes to getting assets protected for someone is that of a trust. Irrevocable trusts can be even more beneficial for many reasons. It can work to keep assets secure and to reduce estate taxes. It can also help to get a benefici...
Author: FrankRod
Features And Advantages That Work With Irrevocable Trusts
24th November 2009A good thing to use when it comes to getting assets protected for someone is that of a trust. Irrevocable trusts can be even more beneficial for many reasons. It can work to keep assets secure and to reduce estate taxes. It can also help to get a benefici...
Author: FrankRod
Legal
There is one thing to keep in mind about a will - when it comes into force, the author of the will is not going to be available to answer any questions or clarify any doubts. That is why it is essential that a legal will document must be completely clear ...
Author: Krishan Bakhru
What Constitutes A Legal Will Document
19th October 2009There is one thing to keep in mind about a will - when it comes into force, the author of the will is not going to be available to answer any questions or clarify any doubts. That is why it is essential that a legal will document must be completely clear ...
Author: Krishan Bakhru
Legal
Like every state, there are various grounds for contesting a will in South Carolina. It is important to understand these arguments, regardless of which side of the issue you may find yourself on in the future. In order to prepare your estate properly or t...
Author: Attorney Tom
What are Grounds for Contesting a Will in South Carolina?
10th September 2009Like every state, there are various grounds for contesting a will in South Carolina. It is important to understand these arguments, regardless of which side of the issue you may find yourself on in the future. In order to prepare your estate properly or t...
Author: Attorney Tom
Trusts
The number of different kinds of trusts available to someone who wants to protect their assets for their family can be somewhat daunting if you happen to bring up a list of them on Wikipedia or another such site. Although in many cases one type of trust i...
Author: mgordon
What Are Discretionary Trusts?
05th June 2009The number of different kinds of trusts available to someone who wants to protect their assets for their family can be somewhat daunting if you happen to bring up a list of them on Wikipedia or another such site. Although in many cases one type of trust i...
Author: mgordon