Tag Archives: irrevocable trust

Trusts are an essential part of estate planning, regardless of your financial means. After all, you do not have to be a millionaire to protect your family members and plan for their continual care after you are gone. With a trust, you can help to ensure that your wishes are followed, and your assets are […]

Trusts can play a critical role helping individuals protect their wealth and ensure the efficient and private transfer of assets to beneficiaries after their passing. However, because the depth of breadth of different trust instruments are so vast, individuals must carefully structure their trusts in such a way that meets their unique needs and goals. […]

Thanks to expanded federal estate tax exemptions introduced in 2018, very few families have been subject to federal estate, gift and generation-skipping transfer (GST) tax. However, because the higher exemption is a temporary provision of the tax law and subject to change under the influence of shifting political powers, families must prepare their estate plans […]