Archive for Blog

HAPPY NEW YEAR

  • January 6th, 2022
  • David Greene
  • Comments Off on HAPPY NEW YEAR

I hope all of my readers had a very nice Christmas holiday and I hope you are looking forward to a New Year filled with hope and promise.  Of course, the way to make those hopes and resolutions come true…

MERRY CHRISTMAS

  • December 22nd, 2021
  • David Greene
  • Comments Off on MERRY CHRISTMAS

Welcome to Christmas Week.  I hope you are anticipating a joyful time of sharing with friends and family.  What does Christmas mean to you?  To me it means many happy memories of Christmas past and the anticipation of Christmases present…

HAPPY THANKSGIVING

  • November 23rd, 2021
  • David Greene
  • Comments Off on HAPPY THANKSGIVING

Well, it’s Thanksgiving week and I’m still trying to celebrate the Fourth of July!  Do any of you readers feel like I do – that this year is flying by so fast that you can’t keep up?  Maybe it’s because…

Headed for divorce? Here are some tax tips.

  • November 17th, 2021
  • David Greene
  • Comments Off on Headed for divorce? Here are some tax tips.

There are several things I recommend you do if you think you might find yourself going through a divorce, both for future tax audit sake and to make sure all assets are revealed.  First, copy all of your financial records…

What is a Grantor Trust?

  • November 9th, 2021
  • David Greene
  • Comments Off on What is a Grantor Trust?

To be a grantor trust, the trust must meet specific rules set out in the Internal Revenue Code. There are several but the one that is used most frequently is that the grantor retains the right to remove assets from…

How long should one keep tax documents?

  • November 5th, 2021
  • David Greene
  • Comments Off on How long should one keep tax documents?

The answer is not as simple as you might think.  If you have the room, it would be wise to keep those records for at least ten years.  In these days it is easy to scan paper documents and store…

How can one avoid a will contest?

  • November 2nd, 2021
  • David Greene
  • Comments Off on How can one avoid a will contest?

It is very hard to be successful in a will or trust contest.  However, many disappointed heirs file such contests every year.  Here are some planning tips to hopefully avoid that headache and heartache for your heirs.  (1) If you…

How can one protect assets held in trust from creditors?

  • October 27th, 2021
  • David Greene
  • Comments Off on How can one protect assets held in trust from creditors?

In my last blog I stated that a revocable trust will not protect against creditors.  However, there is a solution: the Irrevocable Trust.  In this trust, the maker of the trust generally cannot be the trustee, so a great deal…

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