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Articles, tagged with "grantor", page 1

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Beneficiary-Controlled Trusts

19th May 2010
Estate planners use trusts to protect beneficiaries from their inability, their disability, their creditors and their predators. Included under "creditors" are the IRS and divorced spouses. Most traditional trusts distribute the assets when the beneficiar... Read >
Author: Julius Giarmarco, Esq.

The Advisor’s Guide to Premium Financing

08th September 2009
The Advisor's Guide to Premium Financing California Broker Magazine Oct. 2008 by Lance Wallach, CLU, CHFC Premium financing allows your clients to purchase life insurance without liquidating their investments or changing their cash flow. Clients... Read >
Author: Lance Wallach

Creating a Trust in Canada

28th July 2009
A trust is a device used to store assets and divvy them out under certain rules. Trusts contain any asset type a trustor (the person forming the trust, also referred to as grantor) chooses to put in it. Many trusts are setup with loved ones in mind, provi... Read >
Author: Kevin Johnson

Using a Quitclaim Deed in Foreclosure

17th February 2009
When the economy is not doing well, thousands of people may very well lose their job as well as their ability to continue meeting mortgage payments. When that happens, the inevitable follows - foreclosure of the property is looming ahead in the horizon. I... Read >
Author: Gen Wright

Dynasty Trusts: Attorney Steve Oshins on Dynasty Trusts

21st January 2009
A dynasty trust is an irrevocable trust that leverages a person's estate, gift and generation-skipping transfer tax exemptions for as many generations as applicable state law permits. Whereas most attorneys draft trusts to provide for mandatory distributi... Read >
Author: Steven J. Oshins

Trustee of a Trust

12th March 2007
TRUSTEE OF A TRUST The trustee is the guy who manages your trust assets. Great care should be taken in your selection of your trustee. The trustee is bound by the trust document (i.e. contract) and he has a duty to protect trust assets for the benefici... Read >
Author: Rocco Beatrice

Revocable Trust (Revocable Living Trust) vs. Irrevocable Trusts

10th February 2007
Be open and notorious, Sue me! You'll never get a dime. If you reposition (transfer) your assets through the use of an IRREVOCABLE TRUST, you will no longer own them. If you don't own assets, no one will want to sue you; no one will want to track your spe... Read >
Author: Rocco Beatrice

THINGS TO DO BEFORE DYING

03rd August 2005
The only difference between dying and living is that when one is alive you tend to do things one at a time but when the time comes for you to die you do things all at one time. So the best thing is for you to take care of everything while well and in good... Read >
Author: Jinky Mesias
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