What is a Charitable Remainder Trust and How Are They Taxed?
Key Takeaways Charitable Remainder Trusts provide: Income and Tax Benefits: Offers an income source while enabling significant tax deductions. Asset […]
Estate Planning
Estate Planning Tax Changes: What To Expect Under New Administration
Key Takeaways Estate planning tax changes anticipate: Exemption Reductions: Potential lowering of gift and estate tax exemptions. Capital Gains Adjustments:
COVID-19 Creates a Stark Reminder That Even a Basic Estate Plan is Far Better Than No Plan
COVID-19: An Example of Just How Unpredictable Life Can Be. Why a Revocable Trust May Be a Great Starting Point
COVID-19: Why Estate Planning is More Important Than Ever
A brief overview of the two most common estate planning strategies The current global health crisis has left many people
Summarizing the 54th Annual Heckerling Institute on Estate Planning
Popular Estate Planning Topics and Innovations Presented By Industry Leaders 13-17 January 2020 @ The Marriot World Center, Orlando, FL
Deciding Between a Will and a Trust? The Distinctions You Need to Know
The Basics of Wills and Trusts and What You Need to Know About Probate We get a lot of questions
assest protection, Estate Planning, Trusts
Selecting a Successor Trustee: Is a Family Member Really the Best Option For You?
Should You Choose a Corporate Trustee or Appoint Someone You Know? When a family establishes a revocable trust, the grantor
Why You Need to Establish a Trust Versus a Will: Protect Both Your Assets and Your Privacy
Have a will, but don’t think you need a trust? You may want to think again. It’s a misconception that
The Appropriate Time For An International Family To Establish a U.S. Trust May Be Now
Your Family Could Benefit From the Flexibility, Control, and Tax Benefits of a U.S. Trust The changing global economy is
Supreme Court to Address State Taxation of Trusts
Why Two State Trust Cases Have Escalated to the SCOTUS and What That Could Mean for Estate Planning BREAKING NEWS