What is a Trust Protector?
- September 6th, 2017
- David Greene
- Comments Off on What is a Trust Protector?
Last month some of the best legal and financial planning minds in the country met to discuss the direction of estate planning and how to help average citizens such as you and I keep our assets and pass them on to…
What is the Fresh Start progran for those who owe delinquent taxes?
- August 15th, 2017
- David Greene
- Comments Off on What is the Fresh Start progran for those who owe delinquent taxes?
The Fresh Start program helps many taxpayers but not all. It is designed to help those with smaller amounts owing in delinqueat taxes. Basically the program provides a simple way for taxpayers owing less than $25,000 in delinquent taxes to…
Is there anything wrong with buying a fill-in-the-blank will or trust from the office supply store?
- February 15th, 2017
- David Greene
- Comments Off on Is there anything wrong with buying a fill-in-the-blank will or trust from the office supply store?
I highly discourage buying and using these kinds of packages. Why? First, they may or may not contain all of the language and signing requirements necessary in South Carolina. Second, they do not give you the latitude in making your…
Is a trust only for the very rich?
- August 9th, 2016
- David Greene
- Comments Off on Is a trust only for the very rich?
A good trust is definitely not only for the very rich. People create trusts for different reasons. The three primary ones are (1) avoidance of probate, (2) asset protection from creditors and (3) the ability to control your assets and…
What are the most important advantages to having a Revocable Trust?
- May 24th, 2016
- David Greene
- Comments Off on What are the most important advantages to having a Revocable Trust?
The most often stated advantage to havihng a Revocable Trust is that it will help the family of the deceased avoid probate However, there are certainly other advantages as well. First, a revocable trust can help insure passing of assets…