Estates & Trusts - MahoneyGPS https://mahoneygps.com Wed, 20 Oct 2021 17:09:19 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.11 The Importance of Estate Planning https://mahoneygps.com/the-importance-of-estate-planning/ Wed, 20 Oct 2021 16:52:01 +0000 https://mahoneygps.com/?p=8837 Even for those who don’t consider themselves to be wealthy, estate planning provides the opportunity to designate, among other things, those to whom you would like to leave financial or personal possessions to, those who can act on your behalf and those who will act as a guardians for minors.

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]]> History of the Federal Estate Tax https://mahoneygps.com/history-of-the-federal-estate-tax/ Wed, 12 Feb 2014 11:41:24 +0000 http://johnnyplaid.com/beacon/?p=1446 The history of estate taxes in America has been a long and winding road. Careful estate planning is still one of the most important ways to manage and protect your...

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]]> What Is the Best Form of Property Ownership for Me? https://mahoneygps.com/what-is-the-best-form-of-property-ownership-for-me/ Wed, 12 Feb 2014 11:40:27 +0000 http://johnnyplaid.com/beacon/?p=1443 In planning your estate, it is customary to consider wills and trusts (as well as intestacy) as a means of property distribution. As a matter of fact, the manner in...

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]]> Could My Family Benefit from a Family Limited Partnership? https://mahoneygps.com/could-my-family-benefit-from-a-family-limited-partnership/ Wed, 12 Feb 2014 11:38:20 +0000 http://johnnyplaid.com/beacon/?p=1439 Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership....

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]]> How Can I Benefit from a Wealth Replacement Trust? https://mahoneygps.com/how-can-i-benefit-from-a-wealth-replacement-trust/ Wed, 12 Feb 2014 11:33:50 +0000 http://johnnyplaid.com/beacon/?p=1435 Charitable giving can be a rewarding experience by allowing you to both give and receive. To enjoy the benefits of charitable giving, you can utilize a variety of strategies. The...

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]]> How Can I Benefit from a Charitable Remainder Trust? https://mahoneygps.com/how-can-i-benefit-from-a-charitable-remainder-trust/ Wed, 12 Feb 2014 11:14:31 +0000 http://johnnyplaid.com/beacon/?p=1431 Sometimes it takes tough economic times and natural disasters to unite and bring out the best in people. Natural disasters such as hurricanes and earthquakes have served to bring communities...

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]]> How Can I Benefit from a Charitable Lead Trust? https://mahoneygps.com/how-can-i-benefit-from-a-charitable-lead-trust/ Wed, 12 Feb 2014 11:13:35 +0000 http://johnnyplaid.com/beacon/?p=1428 Charitable lead trusts are designed for people who would like to benefit a charity now rather than later. You may have heard about some charitable trust strategies before but decided...

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]]> What Gifting Strategies Are Available to Me? https://mahoneygps.com/what-gifting-strategies-are-available-to-me/ Wed, 12 Feb 2014 10:30:01 +0000 http://johnnyplaid.com/beacon/?p=1424 There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages. Instead of making an outright gift, you could choose to use a...

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]]> Can I Benefit from an A-B Trust? https://mahoneygps.com/can-i-benefit-from-an-a-b-trust/ Wed, 12 Feb 2014 10:28:36 +0000 http://johnnyplaid.com/beacon/?p=1421 Married couples have several ways to potentially avoid any estate tax liability when they leave assets to each other. Because of the unlimited marital deduction, no estate taxes are due...

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]]> How Will I Pay Estate Taxes? https://mahoneygps.com/how-will-i-pay-estate-taxes/ Wed, 12 Feb 2014 10:21:22 +0000 http://johnnyplaid.com/beacon/?p=1418 Estate taxes. It’s not enough to simply know they exist, and to know strategies to minimize them. When it comes down to it, you need to plan how you and...

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