Passing Down the Family Home: A Tax-Savvy Approach with QPRT
The family home, often steeped in memories, is more than just a piece of real estate. So when the time comes to pass it down…
Unmasking Sham Trusts: A Closer Look at Tax Evasion Dangers
Estate planning and tax optimization go hand in hand, enabling individuals to secure their financial future while minimizing tax liabilities. Amidst the realm of legitimate…
How Does the Estate Tax Exemption Impact You?
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…
Is a Dynasty Trust right for you?
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…
Avoid the Pitfalls of Multi-Generational Wealth Transfer
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,…
Life Insurance Benefits: How to Avoid Estate Taxes
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…