Category: Advanced Estate Planning

The Basics of Setting Up a Trust for Estate Planning

April 6, 2017 Victor Medina Advanced Estate Planning, Estate Planning, Living Trust, Special Needs Trust, Trusts 0 Comments

A trust is a relationship in which one person’s assets are held inside for the intention of passing on to specific beneficiaries. One of the primary reasons that people choose to use a trust is because the assets no longer belong to a grantor after they have been transferred into the trust. You can also […]

Sometimes You Don't Want To Be Number One – New Jersey Leads Combined Federal & State Death Tax Rates

July 8, 2011 Victor Medina Advanced Estate Planning, Sophisticated Planning Techniques, Zero Tax Planning 0 Comments

One of the first consequences of the new estate tax law for 2011, the one raising the federal exemption amount to $5 million for an individual, was that financial advisors and planners were saying that “estate tax planning was OVER.” There was going to be no need to think about estate taxes ever again because […]