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
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
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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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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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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Guide
Revocable vs. Irrevocable Trusts
Written by Dan Crimmins, Financial Adviser in Woodcliff Lake, NJ
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Guide
Do I Need a Trust for My Family?
Written by Dan Crimmins, Financial Adviser in Woodcliff Lake, NJ
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Guide
How to Choose a Trustee
Not surprisingly, choosing a trustee is one of the most important aspects of setting up a trust. It is not uncommon for trustees to be unpre...
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Guide
What Is a Personal/Residential Trust?
A qualified personal residence trust is a special type of irrevocable trust designed to hold a first or second home to reduce potential esta...
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