The basics of trusts are easy to understand. Trusts are legal entities that allow one party to manage assets for the benefit of another. They involve three key roles: the grantor who establishes the ...
TAMPA (BLOOM) – It’s never too early to start estate planning. Attorney at Law, Patrick L. Smith, joins Gayle Guyardo, the host of the nationally syndicated health and wellness show, Bloom, to discuss ...
A trust isn’t just a legal tool for the ultra-wealthy — it’s a strategic way to ensure your loved ones benefit from your hard work. A trust is a strategic tool that helps you not only protect your ...
Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.
A living trust is a common solution for many people with estate planning needs. However, few people know about its tax-filing requirements. Generally, any trust with at least $600 in annual income ...
Paying for a nursing home can seriously deplete your retirement savings. The government-funded Medicaid program can pay some or all nursing home costs, but it’s restricted to people of very limited ...
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