To protect your money from the estate tax, you want to distribute assets while alive. How do you do so the right way? The Kendal Corporation offers several strategies for giving gifts to heirs. Take advantage of opportunities while still alive to support your loved...
Consider the difference between first and third party trusts
One of the more detail-sensitive aspects of estate planning involves spend-down strategies. These strategies aim to reduce your countable income for the purposes of qualifying for certain governmental benefits. Tools like trusts and spending on medical debt all fall...