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IRA Stretch Trust
Reasons to set up a Third Party Supplemental Needs Trust as an Accumulation IRA Stretch Trust
In a previous post, I described the Reasons to Set up a 3rd Party Supplemental Needs Trust as an Irrevocable Life Read more.
3rd Party Supplemental Needs Trust
Reasons to set up a 3rd Party Supplemental Needs Trust as an Irrevocable Life Insurance Trust
Recently, I wrote a post explaining the differences between a First Party Special Needs Trust and a Third Party Supplemental Needs Read more.
Special Needs Trusts and Supplemental Needs Trusts
Understanding the Differences Between Special Needs Trusts and Supplemental Needs Trusts
“Special Needs Trusts” and “Supplemental Needs Trusts” are terms to describe trusts designed to provide benefits to a person in Read more.
Benefit of a Life Insurance Trust
Benefit of a Life Insurance Trust after the Repeal of NJ Estate Tax
As we get closer to the repeal of the New Jersey Estate Tax on January 1, 2018, it is important Read more.
Estate Tax Exemption Limit Changes for 2018
Estate Tax Exemption Limit Changes for 2018
While the House and Senate are considering competing tax proposals, including a proposal to eliminate the federal estate tax, it Read more.