Lifetime gift planning

Depending on your circumstances, gift planning with real estate can be an effective way to take advantage of your exemption amount without hurting your liquidity. Of course, there are many items to consider when transferring a piece of property to

While federal estate, gift and GST tax exemption amounts provide a significant incentive to review existing estate planning and consider implementing new planning strategies, it’s critical to consider the need for flexibility so that trusts can

When planning for the transfer of your wealth, you’ll likely be faced with an array of options. Whether you are leaving a treasured asset to a loved one or a legacy of trusts that will be used for future generations, specific strategies can be

There are many reasons to make gifts to younger family members in trust for their benefit rather than outright. Some of the benefits include asset protection, tax planning, and family control. When creating a trust for many generations, one common