Estate Planning

Blog categorized as Estate Planning

Dynasty Trusts - Not Just for the Uber-Wealthy
Dynasty Trusts help wealthy families shield assets for future generations. They can also be useful for the rest of us.
May 18,2022 09:27 AM - Comment(s)
Charity Begins at Home
Charitable Remainder Trusts are a useful tool for clients who hold highly appreciated assets. They can generate tax savings more than large enough to cover the charitable component.
May 10,2022 09:27 AM - Comment(s)
What is a QTIP Trust?

Tax attorneys and accountants love their acronyms.  Some seem deliberately designed to confuse the rest of us.  For example, QTIP trusts.  They have nothing to do with ear cleaning or model airplane construction.  QTIP stands for Qualified Terminable Interest Propert...

April 21,2022 06:35 PM - Comment(s)
Who's on the Trust Team?
As the end of life nears for older relatives or clients, you need to assemble a team of experts to care for them and their assets. Who is on that team?
March 28,2022 10:48 AM - Comment(s)
Should Cryptocurrencies be part of Your Trust Portfolio?
What does a Trustee do when they take over a Trust that includes cryptocurrency assets? What is an appropriate, defensible investment strategy?
February 18,2022 09:21 AM - Comment(s)