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Tag Archives: Beneficiary

Wealth Gifts to Children: How a “Crummey Trust” May be Right for You

Friday, June 18, 2010

While still alive, many parents and grandparents wish to pass their wealth on to their children or grandchildren: these gifts are also a good way to decrease a taxable estate. In 2010, you can give a child or grandchild $13,000 a year without the subsequent incurring taxes, but you may not want the child directly [...]

Filed in Elder Attorney, Elder Law, Elder Law Attorney, Elder Law Lawyer, Elder Lawyer, Estate Taxes, Gift Taxes, MA elder attorney, MA elder law attorney, MA elder lawyer, Massachusetts Elder Attorney, Massachusetts Elder Lawyer, Massachusetts elder law attorney, Trusts, Uncategorized | Also tagged , , , , , , , , , | Comments (0)

How a Living Trust protects the Grantor in the event of incapacity

Thursday, June 11, 2009

Revocable Living Trusts have become popular for probate avoidance and maintaining private information about assets and loved ones.  In addition to these two very important features, many people may not fully understand the living trusts protective power in the event the grantor, the one who establishes the trust, becomes unwilling or unable to manage the [...]

Filed in Elder Law, Estate Planning, Inheritance, Probate, Trusts, Wills | Also tagged , , , , , , | Comments (0)

Why your Will may accomplish very little with unintended results and how to easily resolve this problem

Thursday, June 4, 2009

Many people have a Last Will and Testament, (“Will”) which serves as a written disposition of your assets. In the case of a widow, her Will may state that all property she owns at her death is to be distributed equally to her three children. It sounds easy enough, but can you answer the questions [...]

Filed in Elder Law, Estate Planning, Estate Taxes, Inheritance, Probate, Trusts, Wills | Also tagged , , , , | Comments (0)