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Planning for children

May 31, 2021

What is a grantor trust and will it help me?

When we give gifts in trust, the trusts can be irrevocable, or permanent (and not easily amended), but clients also need to…

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December 29, 2018

Recent WSJ thoughts on direct gifting to grandchildren

In a recent WSJ planning article, the following question was posed: Questions:  You recently wrote about estate planning and leaving a “legacy.”…

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January 9, 2014

Gifting vacation and legacy properties to your children

In a recent Wall Street Journal Wealth Management interview, a patriarch of a wealthy family discussed a plan he undertook to pass a…

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Financial conflict in a second marriage

In a recent WSJ Wealth Advisor article, Kimberly Weisul addressed the issue of easing financial tension in a second marriage.  She interviewed a…

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July 15, 2013

Traveling without the Kids? Planning for a Minor’s Medical Care in Your Absence

Since many of our clients have been traveling (sans kiddos) this summer, we’ve received this question quite a bit: What happens if…

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January 3, 2013

Health and Education Exclusion Trusts (HEETs)

Do you like taxes? Do you like taxes on gifts you’d like to make to your grandchildren?  Do you have an oddly…

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December 13, 2012

Giving $5 Million in 26 Days

You may not have 26 days left, but there’s still time to tax advantage of the year end gifting opportunity of your…

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December 11, 2012

Estate Planning for Young Professionals: 10 Things to Do Right Now

Fellow WealthCounsel member Michael Brennan, an estate planning practitioner in Illinois, Wisconsin and Minnesota, recently offered some thoughtful advice for young professionals on WealthCounsel’s free…

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