It’s decision time for clients who want to take advantage of the $5.12 million gift tax exemption that expires at the end of this year. While cash is the most direct way to pass wealth to heirs, your clients might need that money at some point. If they’ve already given it away, it’s not very… Read More »
Posts Categorized: Real Property
Protect Your Loved Ones From Elder Financial Abuse
As our parents and family members age, they may become unable to manage their financial affairs without assistance. Unfortunately, there are many people in the world who will target the elderly to exploit them financially. Elder financial abuse is a growing concern, and as we can see from this news story about French L’Oreal heiress… Read More »
The Mortensen Case: What Went Wrong?
Asset Protection Trusts can be very useful tools as a part of a well thought out, comprehensive asset protection plan. In a recent blog, we took a look at DAPT trusts and the pro’s and con’s associated with this particular type of trust. An interesting case in which a domestic asset protection trust failed to… Read More »
Real Estate Investments: Protect Your Property from Liability Risks
If there is one way to be sure money stays in the family and grows over time it is through real estate. Despite the year-to-year ups and downs of the real estate market, the value of real property continues to grow over the long term. And the recent low real estate prices mean that it… Read More »