As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...
Timothy Crisafulli of Crisafulli Estate Planning and Elder Law discussed the different types of trusts and how to get started with estate planning on Bridge Street.
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Advice from Crisafulli Estate Planning about trusts
There's so much that goes into estate planning. It's not just your will. The last time we had Timothy Crisafulli of Crisafulli Estate Planning and Elder Law on we discussed estate planning. He joined ...
Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down ...
Education funding, the subject of Registered Rep.'s cover story this month, is only one reason to put aside funds for a child. Funds put into a minor's account of the proper type can be used not just ...
What will happen to your assets when you can no longer manage them? There are many opportunities when it comes to arrangements like these, and trusts are a big part of the planning process. If chosen ...
A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and control their assets during their lifetime and determine how those assets ...
This article discusses some strategies that married taxpayers can use to manage their estate tax liability by creating certain types of trusts. During the past 10 years, the federal estate tax has not ...
Editor’s note: This is part one of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...
The end of favorable estate plan provisions of the 2017 Tax Cuts and Jobs Act may still be more than two years away, but advisors say that gives clients barely enough time to make sure their trusts ...
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