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,…
How Kiddie Tax Rules Affect You
Many people ask if they can save on taxes by transferring assets into their children’s names. This tax technique is called income shifting. It seeks…
Charitable Remainder Trust: A Powerful Estate Planning Tool
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…