Trusts

Setting up asset protection trusts to preserve the value of your estate is a widely used strategy to avoid estate taxes. While widely used, the IRS has strict regulations governing the setting up and management of these trusts.

In this section we outline the types of trusts, including living trusts, beneficiary controlled trusts and charitable foundation trusts, along with specifics regarding tax benefits and IRS regulations and limits for each type of trust.
> Asset Protection Trusts: A Basic Overview
> Avoiding Probate With a Living Trust
> Living Trusts: Frequently Asked Questions and Answers
> Protecting Your Family’s Inheritance With A Beneficiary-Controlled Trust
> Want More Control Over Your Tax Dollars? Consider a Private Charitable Foundation
> What a Basic Living Trust Should Contain
A free 32-page comprehensive handbook on financial & retirement planning, plus a detailed guide on the topic of your choice:
401(k) Rollovers
Annuities
Estate Planning
IRAs
Long Term Care