Estate Planning

Total 1065 Posts

ALTERNATIVES TO ‘SINGLE-PURPOSE’ CORPORATION FOR U.S. ESTATE TAX PLANNING

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If you have a “single-purpose” corporation for U.S. estate tax planning, this may be a good time to explore an alternative way of holding U.S. real estate…..

ALTERNATIVES TO ‘SINGLE-PURPOSE’ CORPORATION FOR U.S. ESTATE TAX PLANNING Continue Reading »

Canada Revenue Agency, Canadian and US Tax Treaty, Estate Planning, Investments, IRS, Property, Succession Planning, Trusts, United States, US Taxes

What Type of Paid Care Provider Do I Require?

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As a Geriatric Care Manager, I receive inquiries from families regarding assistance for themselves and their older family members. There may come a time when a family member says: “I just can’t do it anymore all by myself”.

Along with the decision to explore caregiving assistance, there are many questions that usually follow. What assistance is needed? Will it be few hours per day, a few hours per week, or is it full time 24 hour assistance that we need?

For families wanting to proceed on their own, here is a list of questions/issues to consider:
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What Type of Paid Care Provider Do I Require? Continue Reading »

Elder Care, Estate Planning, Geriatric Care Management

spousal settlements

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In my last Blog I wrote about how a surviving spouse received $70 per month for decades. In such a situation a Trustee is needed who will be around for a long time. The following example is at the other end of the spectrum. This example is about Patricia Kluge. For those of you who are not familiar with Patricia, she was at one time married to a billionare television….

spousal settlements Continue Reading »

Estate Planning, Investments, Spouse, Succession Planning, Trustee, Trusts
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