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Trust/Estate Planning

Estate Planning: What’s Right for You?
Trust/Estate Planning

Estate Planning: What’s Right for You?

July 20, 2022July 21, 2022

Estate planning sounds like one of those “should do” tasks that a responsible adult does later. Somehow, it often ends up in the same procrastination…

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Protect Yourself in a Financial Emergency
Trust/Estate Planning

Protect Yourself in a Financial Emergency

July 6, 2022July 6, 2022

Life is full of unexpected twists. If you have a crisis, you don’t want your life to go down in flames. What can you do…

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Is a Dynasty Trust right for you?
Tax | Trust/Estate Planning

Is a Dynasty Trust right for you?

June 15, 2022June 16, 2022

With the Biden administration discussing changes to the tax code, it makes sense to consider creating a family legacy, like a dynasty trust, for your…

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Avoid the Pitfalls of Multi-Generational Wealth Transfer
Consulting | Trust/Estate Planning

Avoid the Pitfalls of Multi-Generational Wealth Transfer

May 12, 2022May 12, 2022

Passing on wealth to the next generation—also called wealth transfer—is a challenge faced by many families. 70% of Multi-Generational Wealth Transfers Fail According to research,…

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Life Insurance Benefits: How to Avoid Estate Taxes
Consulting | Trust/Estate Planning

Life Insurance Benefits: How to Avoid Estate Taxes

September 23, 2021March 30, 2022

The reason that most people buy life insurance benefits is to provide for their family after their death. Yet, in some cases, if the life…

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Life Insurance Trust: Minimize Estate Taxes
Consulting | Trust/Estate Planning

Life Insurance Trust: Minimize Estate Taxes

September 16, 2021March 30, 2022

Even a with modest estate, you can end up owing hundreds of thousands of dollars in estate taxes. Why? A life insurance policy with a…

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QPRT: Transfer Your Home to Your Kids with Less Taxes
Consulting | Trust/Estate Planning

QPRT: Transfer Your Home to Your Kids with Less Taxes

September 9, 2021March 30, 2022

You’re at the point in your life where you want to transfer the ownership of your home to your kids. How can you best make…

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Crummey Trusts: How to Manage Monetary Gifts
Consulting | Trust/Estate Planning

Crummey Trusts: How to Manage Monetary Gifts

September 2, 2021March 30, 2022

How can a Crummey Trust help you? Giving Responsibly With a custodial account, you can give away up to the gift tax annual exclusion amount…

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Charitable Remainder Trust: A Powerful Estate Planning Tool
Consulting | Trust/Estate Planning

Charitable Remainder Trust: A Powerful Estate Planning Tool

August 26, 2021March 30, 2022

When you’re developing your estate plan, one powerful tool to consider is a charitable remainder trust (CRT). A CRT may enable you to reduce your…

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Sham Trusts: How to Avoid Tax Penalties
Consulting | Tax | Trust/Estate Planning

Sham Trusts: How to Avoid Tax Penalties

August 12, 2021March 30, 2022

The IRS warns us about tax evasion schemes, called “sham trusts,” involving foreign and domestic trusts. An important of estate planning is find the best…

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