December, 2012

Grantor Trust – The Gift That Keeps on Giving (Tax Free)

Gifts, both tax and non-tax, are great to accomplish estate planning goals. A gift to a special type of trust, called a Grantor Trust, can be one of the best types of gifts you can make. The primary non-tax benefit of a gift is seeing the recipient use the funds for college, drive the car, […]

Share

Read More →

Read More →

It’s Not Just Documents

Frank Casagrande set up an irrevocable trust in which he was to transfer his life insurance policies.  At the time, he was married to Roberta, who was named as the beneficiary of one of his policies.  The beneficiary designation was never changed. Subsequently, Frank divorced Roberta and married Rosemary. After Frank died, Rosemary filed an action […]

Share

Read More →

Read More →

Top