Jul 29, 2021 | Estate Planning
Can a Broken Trust Be Fixed? August 10, 2021 An irrevocable trust has long been a key component of many estate plans. But what if it no longer serves your purposes? Is it too late to change it? Depending on applicable state law, you may have several options...
Jul 16, 2021 | Estate Planning
A Fresh Look at CRTS, CRATs and CRUTS July 23, 2021 A charitable remainder trust (CRT) allows you to support a favorite charity while potentially boosting your cash flow, shrinking the size of your taxable estate, and reducing or deferring income taxes. In a...
Jul 1, 2021 | Estate Planning
Does your estate plan address your grandchildren in a fair manner? July 12, 2021 Many people, when planning their estates, simply divide their assets equally among their children. But “equal” may not necessarily mean “fair.” It all depends on your family’s...
Jul 1, 2021 | Estate Planning
Make Health Care Decisions While You’re Healthy July 12, 2021 Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This includes having a plan for making critical medical...
Jun 29, 2021 | Estate Planning
Estate Planning in the FAST Lane: Family Advancement Sustainability Trust June 29, 2021 Traditionally, estate planning has focused on more technical objectives, such as minimizing gift and estate taxes and protecting assets against creditors’ claims or...
Jun 15, 2021 | Estate Planning
Five Planning Tips When Caring for Your Parents and Children June 25, 2021 The “sandwich generation” is a large segment of the population. These are people who find themselves caring for both their children and their parents at the same time. As a result,...
