Diclaimer

What is a Disclaimer Trust?

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Disclaimer Trust

A Disclaimer Trust is a special type of trust often created under a Will (or as a sub-trust of a revocable living trust).  In order to understand Disclaimer Trusts, you first need to understand what a disclaimer is and what happens when you make a disclaimer so that you can understand the purpose and mechanics of Disclaimer Trusts. […]

Gift Planning

Three Gift Ideas—ROTH Style

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Gift Ideas—ROTH Style

Idea One—Money One of the questions that frequently comes up when I speak with clients is that they want to be able to gift money to their heirs, but they do not want their offspring to waste the money. There are a number of ways to accomplish this. If you are considering gifting a significant […]

2503

Deathbed Transfers in New Jersey

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Deathbed Transfers in New Jersey

Often times, a person who is on his or her deathbed will make gifts to family members in an effort to reduce the potential taxes owed. For transfers to anyone other than a charity, making gifts in a way that minimizes taxes is actually a very complex process. In deciding whether to make a gift, […]