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Mar
06
Mar
Video Series: Successful Successor Trustee Workshop – Part 3, After Death of Trustmaker
Part three of the Successful Successor Trustee Workshop, provided by Strauss Attorneys PLLC. law firm in Asheville, NC. Here we discuss the role of trustee after someone has died and educate you about the law, documents, and fiduciary roles when it comes to being a successful tru...
View MoreCategory: Trust Administration
06
Mar
Video Series: Successful Successor Trustee Workshop – Part 4, Asset Handling
Part four of the Successful Successor Trustee Workshop, provided by Strauss Attorneys PLLC. law firm in Asheville, NC. Here we cover how to handle different types of assets and estate and educate you about the law, documents, and fiduciary roles when it comes to being a successor...
View MoreCategory: Trust Administration
06
Mar
Video Series: Successful Successor Trustee Workshop – Part 5, Taxes
Part five of the Successful Successor Trustee Workshop, provided by Strauss Attorneys PLLC. law firm in Asheville, NC. Here we discuss income tax and gift and estate tax systems and educate you about the law, documents, and fiduciary roles when it comes to being a successor trust...
View MoreCategory: Trust Administration
06
Mar
Video Series: Successful Successor Trustee Workshop – Part 6, Management of Assets
Part six of the Successful Successor Trustee Workshop, provided by Strauss & Associates law firm in Asheville, NC. Here we review the management of assets and educate you about the law, documents, and fiduciary roles when it comes to being a successor trustee...
View MoreCategory: Trust Administration
06
Mar
Video Series: Successful Successor Trustee Workshop – Part 7, Liabilities
Part seven of the Successful Successor Trustee Workshop, provided by Strauss Attorneys PLLC. law firm in Asheville, NC. Here we overview the liabilities you may be personally held to as a trustee and educate you about the law, documents, and fiduciary roles when it comes to being...
View MoreCategory: Trust Administration
06
Mar
Video Series: Successful Successor Trustee Workshop – Part 8, Resources
Part eight of the Successful Successor Trustee Workshop, provided by Strauss Attorneys PLLC. law firm in Asheville, NC. Here we describe the resources available to assist and educate you about the law, documents, and fiduciary roles when it comes to being a successor trustee. We...
View MoreCategory: Trust Administration
06
Mar
What the New Tax Law Means to You
As you probably know, Congress avoided the so-called fiscal cliff by passing – at the 11th hour – the American Taxpayer Relief Act of 2012 (the 2012 Tax Act), signed into law by the President on January 2, 2013. The 2012 Tax Act makes several important revisions to the tax code t...
View MoreCategories: Estate Planning Taxation
06
Mar
Most of us are Guilty of Wasting Money
Most of us are guilty of wasting money. We pay too much for convenience. We don't comparison shop or look for bargains. We waste money staying in the same routines-shopping at the same stores, eating at the same places, using the same services. We may not even realize...
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06
Mar
Charitable Remainder Trusts
The Charitable Remainder Trust (“`CRT”) of trust specifically authorized by the Internal Revenue Code. These irrevocable trusts permit you to transfer ownership of assets to the trust in exchange for an income stream to the person or persons of your choice (typically you, your sp...
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