Estate, Gift, & Trust Planning Wealth Transfer Strategies: Strike while interest rates are low Today’s low interest rates create attractive opportunities to transfer wealth to younger generations in a...
Estate Planning Using Personal Loans to Fund a Life Insurance Trust Estate planning is all about ensuring your wishes are met after your death. In many cases, a trust has...
Estate Planning Generation-Skipping Transfer Trusts & Dynasty Trusts When transferring wealth to the next generation, many families prefer to make gifts to the younger family...