Choosing the Ideal Trust for Your Wishes
By Canarick & Canarick |
The term estate may bring to mind mansions, vast fortunes, and a level of wealth that many people do not ...
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Beneficiary and Transfer-on-Death Designations: Are You Doing It Right?
By Canarick & Canarick |
Do you know which of your accounts have beneficiary designations, sometimes called transfer-on-death (TOD) or payable-on-death (POD) designations? Have you ...
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Are Outright Distributions the Perfect Fit for Your Loved Ones?
By Canarick & Canarick |
Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their ...
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Do You Know What You Own?
By Canarick & Canarick |
Americans’ median household net worth (meaning half the households have more and half the households have less) is around $193,000, ...
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Who is Part of Your Professional Team?
By Canarick & Canarick |
If you are like most Americans, you have at least one to-do list. You might also use lists when you ...
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Ensure That Your Loved Ones Call the Right Doctor
By Canarick & Canarick |
Now that we are in March, we are well past the point at which most of us have abandoned our ...
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Money Isn’t Everything in Estate Planning – How to Pass Your Stories and Values to Future Generations
By Canarick & Canarick |
Money and property may be the most discussed types of wealth that a person owns, but the riches of their ...
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Lessons from Warren Buffett’s Estate Plan: Generosity, Adaptability, and Transparency
By Canarick & Canarick |
Warren Buffett, known as the Oracle of Omaha, is one of the most successful investors of all time. His disciplined ...
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Beware of Trust Scams—and How to Spot Them
By Canarick & Canarick |
Trusts are widely used in estate planning to protect and transfer a person’s assets (money, accounts, property, etc.), sometimes in ...
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The Top Ten Estate Planning Issues
By Canarick & Canarick |
Probate – Court supervised administration of your estate is never a pleasant journey. Despite the helpful court personnel, there are still ...
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What Is a NING Trust?
By Canarick & Canarick |
The Nevada incomplete gift non-grantor (NING) trust is a tool designed to provide affluent individuals with a legal avenue for ...
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What is an Inheritor’s Trust?
By Canarick & Canarick |
When it comes to estate planning there are several types of tools you can use, depending on your circumstances. One ...
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Have You Considered a Dynasty Trust for Your Family’s Estate?
By Canarick & Canarick |
When most people hear the term “dynasty trust,” they assume it’s something for only the wealthiest of families. However, dynasty ...
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The Hybrid Domestic Asset Protection Trust
By Canarick & Canarick |
Asset protection planning is a necessary subspecialty of estate planning. In fact, it is inconceivable that any estate planner would ...
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Spousal Lifetime Access Trusts (SLAT)
By Canarick & Canarick |
No one wants to pay more taxes than they have to. To carry out this objective, many people search for ...
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