ADVANCED ESTATE PLANNING STRATEGIES
There are a number of advanced estate planning strategies that can minimize income and estate taxes and provide asset protection. Here are a few we suggest.
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There are a number of advanced estate planning strategies that can minimize income and estate taxes and provide asset protection. Here are a few we suggest.
A charitable remainder trust (CRT) is a type of irrevocable trust. When made properly, it allows you to turn assets into income and make estate donations to charity while claiming several substantial tax benefits.
With the holiday season in full swing and tax time on the horizon, this is a great time to think about updating your estate plan. Estate planning this holiday season can serve as a true gift to your loved ones that will truly have lasting impact for years to come.
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As our culture becomes increasingly dependent on access to free information, unbundled services, and cheap alternatives to traditional methods, we continue to hear the question; 'can I prepare my own estate plan?' As you consider your planning options, here are a few essential pitfalls when it c
With the 2016 tax deadline behind us, Americans can now turn their focus to 2017. With a new year, and especially with a new administration, comes the likelihood of changes to the tax code. Whether this comes in the form of a full repeal is up for debate, but with Trump in office and a GOP-controlle