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How to Fund Your Living Trust
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A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust.
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Trusts to Protect Children
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Trusts are an excellent way to provide for the support and care of children while protecting them
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Spendtrhift Trusts
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A spendthrift trust allows a parent to protect a certain amount of inheritance
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Planning for Beneficiaries With Mental Illness or Addiction
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Mental illness and addiction are vitally important topics that every estate planner should be familiar with in today’s landscape. Unfortunately, these topics aren’t discussed nearly enough, but the fact is, one in five adults struggle with a mental health condition.
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Paying it Forward - Funding 529 Plans for Grandchildren
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For grandparents as well as parents, contributions to 529 plans are treated as gifts.
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When to Use Living Trusts for Estate Plans
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Any trust created during someone’s lifetime is a “living trust.” However, the expression usually refers to revocable trusts. As the name suggests, such a trust can be cancelled if the creator has a change of mind and wishes to reclaim trust assets.
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Outline - IYE Week 4 - Living Trusts: Death and Taxes - Blaine M. Searle & Peter Kote - Fall 2020
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“Living Trusts: Death and Taxes” Presentation by Blaine M. Searle and Peter Kote for the fall 2020 workshop series
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Irrevocable Life Insurance Trust (ILIT)
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When to Use a Life Insurance Trust, Benefits of an ILIT, How Does the ILIT Work?
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Your Living Trust Choices
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Let’s review some of the basic principles of the living trust
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Trusts To Protect Children
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Trusts are an excellent way to provide for the support and care of children while protecting them.
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