TrustFundChat

Helping you learn the benefits and risks of #trusts for safety, #wealth, protecting your loved ones, #FinancialPlanning, & #EstatePlanning.

[TrustFundChat @TrustFundChat]

Nick Reiner Seeks Access to Trust Fund his Parents Left to Pay for his Defense in their Killings.
Only a brief mention of "discretion" in the article, which is presumably why he hasn't received anything from the trust.
https://t.co/GwenOtr7xz via @nbcnews

[TrustFundChat @TrustFundChat]

I'm a Financial Advisor: 10 Things I Wish All My Wealthy Clients Knew
Quick read; basic ideas but useful reminders (such as umbrella insurance) about valuing & getting the most from your wealth. (Ignore the pesky ads.)
#Wealth #Assets #Finances #Trusts
|https://t.co/eduNx0biCJ

[TrustFundChat @TrustFundChat]

Will vs. Trust: What's the Difference?
Article provides a thorough overview of the many options and considerations.
#EstatePlanning #AssetProtections #Trusts #Wealth
https://t.co/gDJCQzhA8J

[TrustFundChat @TrustFundChat]

What Happens to Your Bank Account When You Die?
#EstatePlanning #AvoidProbate #AssetProtection
https://t.co/x7ORXg1rA3 via @YahooFinance

[TrustFundChat @TrustFundChat]

IRS Rule Change May Affect How You Leave Assets to Heirs https://t.co/v1NYBmCTxT via @YahooFinance

Superficial article, but alerts readers to a potentially important change.

#EstatePlanning #Wealth #Trusts #AssetManagement #Inheritance

[TrustFundChat @TrustFundChat]

Do I Have to Worry About the Gift Tax If I Give My Son $75,000 Toward a Down Payment? https://t.co/6owQyYtg0q via @YahooFinance

[Michael J. Greenberg, Esq. @MJGestateplan]

What Is A Trust Protector? via @forbes https://t.co/ShG7pqL6bH

[TrustFundChat @TrustFundChat]

Do I Need to Worry About the Gift Tax If I Pay $30,000 Toward My Child's Wedding?
#EstatePlanning #WealthManagement #Gifting
https://t.co/UHZ8JzKsFc via @YahooFinance

[TrustFundChat @TrustFundChat]

Stop Family Fights Over Inheritance –
Quick overview article covers various ideas.
#EstatePlanning #Wealth #AssetProtection #Trusts @GOBankingRates
https://t.co/BfSvgJX3Yy

[TrustFundChat @TrustFundChat]

What Happened To The Expected Year-End Estate Tax Changes? via @forbes
#EstatePlanning #AssetProtection
#Wealth #WealthManagement
https://t.co/LSndwnK6TR

[TrustFundChat @TrustFundChat]

Statement re: #BritneySpears by Disability Justice and Supported Decision-Making Advocates –
We don't know the whole Britney story, but it brings needed attention to these matters.
#conservatorship #Trusts @ACTECTalk
https://t.co/7OxRBwRVK3

[TrustFundChat @TrustFundChat]

The Estate Tax May Change Under Biden, Affecting Far More People –
Informative NYT article looks at the possibilities and repercussions of change.
#Wealth #EstatePlanning #AssetProtection #Trusts

https://t.co/ZtECcFDjh2

[Graber & Johnson Law Group, LLC @GraberJohnsonKS]

What are the Basic Estate Planning Documents? https://t.co/TxNgj0bLYu

[TrustFundChat @TrustFundChat]

Now's the Time for Estate Planning –
The favorable window for #EstateTax may be closing; friendly & timely overview article with graphics. Three strategies to consider to pay less tax.
#Trusts #EstatePlanning #GRAT #AssetProtection
https://t.co/sRCauXCbRi

[TrustFundChat @TrustFundChat]

Here’s why rich kids could get hundreds of billions from their parents if Biden wins https://t.co/jwyknDlwoN

[TrustFundChat @TrustFundChat]

Billionaire Divorce Uncovers Secretive World of Trusts in South Dakota –
Article overdramatizes and oversimplifies; nonetheless . . .
#Trusts #AssetProtection #EstatePlanning #FraudulentConveyance ?
https://t.co/Q3YoeIcBHZ

[TrustFundChat @TrustFundChat]

Revocable Trust Vs. Will: A Guide To Estate Planning In The Age Of Coronavirus | Bankrate –
Useful and balanced overview; good start if you're exploring.
#Trusts #Wills #EstatePlanning #AssetProtection #Wealth #PrivacyProtection
https://t.co/Teyz99Aww6

[TrustFundChat @TrustFundChat]

Planning Ahead for Illness & Disability –
This quick article & checklist seems (a little too) timely. Written for pros, but useful for all.
#Trusts #Wills #EstatePlanning #AssetProtection @FAMagazine
https://t.co/2yyzsSPoBt

[TrustFundChat @TrustFundChat]

The Coronavirus Should Have You Thinking About These 4 Things –
#Trusts #Wealth #AssetProtection #Legacy #RevocableTrust @themotleyfool
https://t.co/fgnHcg9btU

[TrustFundChat @TrustFundChat]

Pour-Over Will a Safety Net for a Living Trust –
"The pour-over will is essential for proper planning." Nice overview; good advice (with a bit of history thrown in).
#Trusts #EstatePlanning #LivingTrust #Wills #PourOverWill #AssetProtection
https://t.co/9QIXhU7QRC