Estate, Gift, & Trust Planning
There is an assumption that trusts only serve a basic purpose. However, Jonathan Davis, Partner at Lenox...
Estate, Gift, & Trust Planning
Individuals with a revocable or “living” trust need to ensure that it’s fully...
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.