Qualified Domestic Trust (QDOT)
Qualified Domestic Trust (QDOT) A Qualified Domestic Trust, or QDOT, is a special type of trust that you can use for estate tax planning. In this article, we will go over what a Qualified Domestic Trust is and how [...]
5 Tips to Help You Survive an Audit
5 Tips to Help You Survive an Audit Finding out you are the subject of an audit can be stressful and scary. But there is some basic information that can help make this process easier. In this article, we [...]
Deferred Annuity
Deferred Annuity A deferred annuity is a contract you make with an insurance company. In exchange for paying over a sum the insurance company promises to pay you regular income payments at a future date. This is opposed to [...]
Derivative Basics
Derivative Basics A derivative is a financial contract. Its value is contingent on an underlying asset or group of assets. The price of a derivative will fluctuate with the value of the underlying asset. The underlying assets can include [...]
Estate Planning for Blended Families
Estate Planning for Blended Families Blended families occur when people with children from previous relationships enter a relationship and start a new family unit. Sometimes this even includes children that result from the new relationship. Estate planning can be [...]