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Showing 17–18 of 18 results
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Is now a good time for a QPRT?
November / December 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: A qualified personal residence trust (QPRT) allows the transfer of a home to children or other family members at a deeply discounted value for gift tax purposes, while allowing the donor the right to live in the home for a set number of years. QPRTs, unlike many estate planning techniques, are generally most effective when interest rates are high. Although interest rates have been low in recent months, the timing may still be right for a QPRT because real estate values are depressed. But it depends on the current value of a home and the current IRS Sec. 7520 rate, as well as the donor’s life expectancy.
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A matter of principle – A principle trust can help achieve your estate planning goals
April / May 2009
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 665
Abstract: For many, an important estate planning goal is to encourage their children or other heirs to lead responsible, productive lives. A tool for achieving this goal is a principle trust. This trust type guides the trustee’s decisions by setting forth the principles and values a person hopes to instill in his or her beneficiaries. This article details principle trusts.