The trust that will determine the new owner of the Denver Broncos has failed in nearly every way, but it has succeeded in one: as a cautionary tale.
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Pat Bowlen’s Trust: A Fumbled Handoff
Tag Archives: Estate Planning (Sentinel)
GRAT Planning Strategies
A grantor retained annuity trust, commonly called a GRAT, allows a grantor to pass assets to a beneficiary while minimizing his or her federal gift and estate tax burden. While GRATs do offer some undeniable advantages, like any estate planning technique, they are not right for everyone.
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Deathbed Financial Planning Tips
A terminal diagnosis for you or a loved one can make it seem as though your world is falling apart. While there may be nothing you can do about the illness, you may find solace in addressing issues that you can control.
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Nominating Guardians For Kids – And Their Money
Nominating a trustworthy and caring guardian for your children is one of the most important choices you can make on their behalf.
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Planning For Portability
In a world of smartphones and tablets, portability is something we take for granted in our gadgets. But thanks to some recent legislative changes, it is now something that estate planners can take for granted too.
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Dealing With A Loved One’s Cognitive Decline
When a loved one begins to experience memory loss and other cognitive issues, it is only natural to wonder whether …
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Income Tax Planning For Large Estates
Recent income and estate tax updates have adjusted how the planning game should be played. If your estate plan was drafted before they came into effect, reconsidering how you structure your estate could save you tens of thousands, or even millions, of dollars.
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Dividing The Family Farm
Dividing some assets is a simple matter of math. Other assets, however, seem to pose as large a problem as …
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The Fine Art Of Establishing Value
Tax planning is not a glamorous profession. But now and then, you find yourself staring down the wallet of an imaginary Chinese billionaire.
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Don’t Fear Death – Plan for It
We all share the same inevitable fate. We do not know exactly when or how, just the final outcome. While life insurance will not delay your death, it will help leave behind a more secure financial future for your heirs.
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