The Qualified Personal Residence Trust, or QPRT, became popular a couple of decades ago as a way to save gift …
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Winding Up A Qualified Personal Resident Trust
Tag Archives: Estate Planning (Sentinel)
The Romney Trust: A Masterpiece
As a financial adviser, I look at a well-executed financial plan in the way an art lover looks at a painting. Mitt and Ann Romney’s 1995 Family Trust, with its reported $100 million, is my financial planning Mona Lisa.
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Estate Planning In An Uncertain Environment
A few years ago, I was working with a client, a retired executive, to update his estate plan. Like most …
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Yours, Mine And Ours: How Spouses Share and Transfer Property
Most couples tend to overlook important consequences and planning opportunities when deciding how to take or maintain title to property.
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Same-Sex Couples Must Plan Carefully
Uncle Sam gives the best wedding presents. A Simon Pearce vase is divine, but it pales in comparison with the …
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Don’t Let A ‘Crummey’ Mistake Ruin Your Trust
Imagine paying your attorney a small fortune to draft your trust documents, only to have the Internal Revenue Service attack …
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Estate Planning For 2010 And Beyond
Almost no one believed it would happen, but here we are: For the first time since 1915, the United States …
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Leaving Your Retirement Fund Behind
Have you selected Uncle Sam as the primary beneficiary of your retirement plan? Under the current income and estate tax …
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Judging The Motives Of A Stranger
Is it fair to judge the motives and attack the integrity of a stranger? Or is it just easy? Perhaps …
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Know What You Want, Then Make It Known
The struggle over Terri Schiavo’s fate did not break new legal ground, but it offered some estate-planning lessons nevertheless. Among …
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