On May 30, 2023, the Carter Family announced that Former Lady Rosalynn Carter has dementia. The press release is available here. Our sympathies are with the Carter Family. Having met the First Lady when I spoke at her Caregiver Institute, I believe the following song describes the feeling between President Cater and the First Lady:
Qualified Income Trusts (also known as Miller Trusts or a QIT) are necessary when the…
Trusts, like everyone else, pay taxes when they earn income or sell capital assets for…
People often visit us and ask about using a trust to protect assets in the…
Last year we wrote about qualified longevity annuity contracts, sometimes referred to as QLACs. On…
People regularly ask us whether they should use a trust to protect assets in case…
We haven't posted much lately because we've been busier than a one-armed paper-hanger, but we…