Estate Planning
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529 College Savings Plans
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Leasing vs. Buying a Car
Trusteed IRAs
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Covered Call ETFs
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Seasonal Stock Rally
ATRA Benefits Estate Planning
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Frontier Markets (2013)
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Do Not Supersize Your Annuity
Retirement
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A-B Trusts
A-B Trusts
A-B Trusts
In the past, the most popular way to take advantage of the federal exemption for both spouses was to set up and fund a revocable A-B Trust. For larger estates, the maximum federal exemption amount would go into a B Trust (“B” for below ground); the balance of deceased’s estate would go into the A Trust, usually for the exclusive benefit of the surviving trust.
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States With Estate Taxes
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Retirement
States With Estate Taxes
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Vanguard's ETF Patent
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A-B Trusts
Five Stages of Dying
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Joe Granville
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Credit Rating Firms
Trust Dismantling
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Tactical Asset Allocation
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Next 5-Year After-Tax Returns
Mortgage REITs
Mortgage REITs primarily buy commercial and residential mortgage-backed securities. Many of the 33 mortgage REITs focus on mortgage securities that are government guaranteed by Freddie Mac and Fannie Mae.
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2012 Dow Jones Equity REIT Returns
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Stock Gains From 2008 To 2013
Upward Trusts
An adult child may want to consider funding an upward trust for a parent who needs income. The parent lives off the income and may or may not have access to trust principal, depending upon trust document wording. Ideally, when the parent dies, the ultimate trust beneficiary is the adult child’s loved ones. If assets in the upward trust eventually revert to the grantor (adult child), such assets could subject the grantor’s estate to taxes—assuming the $5.25 million limit (2013) is surpassed.
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Downsizing
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Residual Disability Benefits