Estate, Gift, & Trust Planning
If an estate plan calls for making noncash gifts in trust or outright to beneficiaries, it’s important to...
Estate, Gift, & Trust Planning
Learn the important benefits of holding a vacation home shared by family members in a limited liability company.
Estate, Gift, & Trust Planning
A wealth replacement trust (WRT) leverages life insurance to allow individuals to meet their charitable goals...
Estate, Gift, & Trust Planning
Recently, the U.S. Senate introduced two dramatic pieces of legislation that could have significant...
Estate, Gift, & Trust Planning
Today’s low interest rates create attractive opportunities to transfer wealth to younger generations in a...
Estate, Gift, & Trust Planning
Learn how a charitable remainder trust (CRT) can work as a “stretch IRA” substitute...
Estate, Gift, & Trust Planning
Trusts are often established to achieve estate planning goals, but they can also help in protecting assets.
Estate Planning
Estate planning is all about ensuring your wishes are met after your death. In many cases, a trust has...
Estate Planning
When transferring wealth to the next generation, many families prefer to make gifts to the younger family...