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Limits on Trusts

This post was originally published on this siteThe hanging power is a way of managing the five or five power (described above). A hanging power allows you to make gifts in excess of $5,000 or 5% of the value of the trust, yet avoid the lapse problem. This is...

Enjoying Retirement Despite the Costs (Feb)

This post was originally published on this siteIn a 2024 survey, about half of retirees said that retirement costs were higher than they expected, but a large majority were enjoying the lifestyle they imagined (at least to some degree) and spending what they wanted...