As long as you’re alive, you enjoy critical protections for your retirement funds. Specifically, the assets in an IRA or 401(k) are shielded from lawsuits, courts, and creditors. But when you die, these protections evaporate, meaning any retirement assets your loved ones inherit from you can be seized. The good...
Category: Asset Protection
Advantages of Marital Deduction Trusts and Bypass Trusts in Minimizing Federal Estate Taxes
There are several estate planning tools that allow one spouse to pass their estate to another, minimizing the estate tax burden upon their death. But which is the better option: A Marital Deduction Trust or a Bypass Trust? Find out from Max Alavi APC, OC Trusts Lawyer. Get a FREE...
What are Family Limited Partnerships and LLCs?
Families with complex business assets may require advanced estate planning vehicles, including Family Limited Partnerships and Family Limited Liability Companies. What are these estate planning vehicles, though? What benefits do they offer? And how can they be applied? Gain insight from Max Alavi APC, OC Trusts Lawyer. Get a FREE...