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estate tax

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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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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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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How the Estate Tax Exemption Impacts Your Estate Plan
Accounting | Tax

How the Estate Tax Exemption Impacts Your Estate Plan

August 6, 2021March 30, 2022

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…

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