Trusts
Guide
How To Give Your Kids Your House
You've decided to pass your home on to your children, but you haven't settled on the best method to transfer ownership. You are also questio...
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Guide
QTIP Trusts 101
A QTIP in the financial field refers to Qualified Terminable Interest Property, a definition used in forming a special type of trust. QTIPs ...
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Q&A
Asked by Sadi
Answered by Prateek Mehrotra
Financial Adviser in Appleton, WI
Financial Adviser in Appleton, WI
I would go back to his grandma's tax return
and trace the annual 1099 interest report and
get the account number from that before
contacting the bank.
Keep in mind ...
Q&A
Asked by Tony
Answered by James P. Dowd, CFA
Financial Adviser in San Francisco, CA
Financial Adviser in San Francisco, CA
Trust deeds are not a conservative investment.
They are private securities, they are
illiquid, and the relative value depends upon
the credit worthiness of the borrowe...
Guide
Guide
Medicaid Asset Protection Trusts 101
You may have saved diligently for retirement and managed your money well, but in the end, long-term care costs can derail your plans and qui...
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Q&A
Asked by Martha
Answered by Prateek Mehrotra
Financial Adviser in Appleton, WI
Financial Adviser in Appleton, WI
Martha,
The answer to your question is Yes.
Most of us make more than one will during
our lifetimes; circumstances change, and our
estate planning needs to chan...
Q&A
Asked by an anonymous user
Answered by Paul Carag
Financial Adviser in Renton, WA
Financial Adviser in Renton, WA
Good morning. Thank you for the initial
information but my answer depends on your
specific circumstances, Additional
information will allow for a financial
snapshot...
Guide
Land Trusts 101
A land trust is a type of revocable living trust designed for only one purpose – to hold title to real estate. Usually, they are created to ...
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Guide
Special Needs Trusts
There are two avenues of government assistance to disabled Americans – Supplemental Security Income (SSI) or Medicaid. To qualify for these ...
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