Protecting Your Gifts with Crummey Trusts
Are you concerned about giving significant amounts of cash to your children or grandchildren and not knowing how they will use it? A Crummey trust…
Are you concerned about giving significant amounts of cash to your children or grandchildren and not knowing how they will use it? A Crummey trust…
In the last decade, a lot has changed with tax planning for your estate. Most notably, the estate tax exemption. What Is Estate Tax? According…
In this post, we’ll address common life insurance questions that we hear from our customers. We’ll discuss the parts of a life insurance policy, types…
Life insurance is designed to protect and provide for your beneficiaries in the event of your death. Under the terms of a life insurance policy,…
How to Include Philanthropy in Your Estate Planning When it comes to your estate plan, you’re rewarded by doing good. In this article, we’ll cover…
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…
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…
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…
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,…