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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "third-party trust"
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 How Can Unmarried Couple Protect Financial Security of Surviving Partner?
0
By Harry Margolis
In Asset Protection, Non-Traditional Families
Posted November 2, 2019

How Can Unmarried Couple Protect Financial Security of Surviving Partner?

Question: We are in a half-century long loving and trusting (but not legally joined) partnership and are finding our end of life planning especially challenging. We cannot marry because one of us [...]

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 Using Third-Party Trusts for Asset Protection
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By Harry Margolis
In Asset Protection
Posted May 19, 2017

Using Third-Party Trusts for Asset Protection

A prospective client called to ask whether his son who is engaged to be married could protect his assets in the event of divorce. Apparently, a prenuptial agreement is out of the question. I [...]

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Categories
  • Asset Protection (32)
  • Charitable Giving (9)
  • Durable Powers of Attorney (34)
  • Estate and Gift Taxes (36)
  • Health Care Directives (12)
  • Irrevocable Trusts (6)
  • Long-Term Care Planning (135)
  • Non-Traditional Families (11)
  • Non-US Citizens (13)
  • Pets (3)
  • Practical Matters (15)
  • Probate (18)
  • Property in Other Countries (3)
  • Real Estate (29)
  • Retirement Plans (10)
  • Revocable Trusts (62)
  • Second Marriages (9)
  • Social Security (16)
  • Special Needs Planning (58)
  • Trustee (44)
  • Vacation Homes (3)
  • Wills (37)
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