Estate Street Partners offers advanced financial advice to ensure maximum asset protection from lawsuits, divorce and Medicaid spend down Watch the video on Medicaid Spend Down Rules Like this video? Subscribe to our channel. And now I would like to talk to you about elder care. On June 30 of 2009, the government has mandated rules and regulations on restricting the transfer of assets...
How can you save on estate taxes? Watch the video on What is Estate Tax? Like this video? Subscribe to our channel. Now I would like to talk to you about what is an estate and how it relates to the estate tax. An estate is everything that you own on the date of your death. The fair market value of that asset, your...
Understanding the Confusing but useful Intentionally Defective Grantor Trust (IDGT) IDGTs can be useful in financial planning for those who: want to protect their homes from creditors want a solution to the problem of selling highly appreciated assets want to move assets out of an estate in a gift and estate tax favorable manner want to purchase life insurance in an estate plan in a gift and...
