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Safe Harbor Trusts

Traditional Estate Planning is based on notions that may be out of sync with today’s realities. They deal with the notion that estate planning should be undertaken for the benefit of removing the troubles for the heirs; the assumption being that one will go to sleep and never wake. This article talks about how Safe Harbor Trusts can help with these problems.

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More Seniors Living in Poverty

More elderly are living in poverty – especially because of medical costs. Time to look to safe harbor trusts?

Irrevocable Safe Harbor Or Not?

Normal 0 false false false MicrosoftInternetExplorer4   /* Style Definitions */ table.MsoNormalTable {mso-style-name:”Table Normal”; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-parent:””; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:”Times New Roman”; mso-ansi-language:#0400; mso-fareast-language:#0400; mso-bidi-language:#0400;} My father, in his late 80s, is considering marrying a lady who is not in the best physical health.  I own property with … Read more

Safe Harbor Trusts vs Other Trusts

What is the difference between a safe harbor trust and other trusts? That is one of the basic fundamental things we discuss. A typical trust is a revocable living trust. One of the ways to plan your affairs is to use a revocable living trust. What this trust does is, it allows you to put … Read more

Should I have a Safe Harbor Trust?

This was the question asked by one of the callers during a recent AgingOptions radio show. This is a very common & good question that I get from my listeners & clients all the time. The answer to this question is if your estate is worth between 50k -1.5 million dollars, you should take a very … Read more

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