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A Charitable Trust With Many Benefits
Originally published in Kiplinger's Retirement Report Are you looking for an additional income stream in retirement? Do you want to leave behind something for charity and cut your tax bill now and when you pass away? If the answer is yes, a charitable remainder trust...
Estate Planning for Your Collection or Valuable Assets
Originally published on fwtx.com on November 3, 2021 BY: KATHY CHRISTOFFEL, CTFA Market President, Argent Trust-Fort Worth Market (817) 502-3586 Over our lifetimes, we tend to accumulate a lot of stuff — some of it with monetary value, but most of it holding primarily...
When Life Happens, Consider Revisiting Your Estate Plan
Over the last two calendar years, much of the discussion pertaining to estate planning has revolved around possible changes to the tax laws. While changes to tax laws certainly can and should prompt a review with your advisor, it’s much more common for major life...
Generation-Skipping Transfer Tax Basics
If your estate is big enough, you should know how generation-skipping transfer taxes work, and how to avoid paying more than you must. Originally published on Kiplinger.com October 22, 2021 If you have ever sought the advice of an estate planning professional,...
Passing a Collection or Valuable Assets Down to Your Heirs
It constantly surprises me to see the variety of things people collect. No matter what a collection consists of — rare books, art, sports memorabilia, vintage cars or something less common — it usually has deep personal value to the collector. When a person dies, an...
Navigating the Implications of the Ways and Means Committee’s Tax Bill for Individuals and Families
The House Ways and Means Committee’s proposed legislation released Monday, September 13th, has major implications for individuals and families in higher tax brackets. While many of the specifics don’t go as far as the hikes President Biden was seeking, there are...
Why Asset Titling Is Critical in Estate Planning
You have worked hard to build your wealth. Now it’s time to take care of your loved ones, and there’s no better way to do that than to have a well-designed, comprehensive estate plan in place. Estate planning can seem like a complex undertaking, but an experienced...
Texas Law Changes Make Dynasty Trusts More Appealing
Originally published on fwtx.com on July 29, 2021 BY: KATHY CHRISTOFFEL, CTFA Market President, Argent Trust-Fort Worth Market (817) 502-3586 Individuals and families who want to establish a long-term legacy and have their trusts remain in Texas and serve Texans now...
Can Bitcoin Be a Prudent Investment for Trusts?
There has been increased interest from individual investors in Bitcoin and other cryptocurrencies. What about fiduciaries? Can trustees consider investing in Bitcoin or other cryptocurrencies — and should they? Originally published on Kiplinger.com August 10, 2021...
How Does a Spendthrift Trust Differ from an Asset Protection Trust?
Spendthrift trusts include similar protections to an asset protection trust and are more widely respected in other states, but they also come with their own rules and requirements. Originally published on Kiplinger.com August 6, 2021 My clients often want to protect...