How Does an Intentionally Defective Grantor Trust Work?

Benjamin LongEstate Planning Attorney, Gift Tax

Understanding Intentionally Defective Grantor Trusts in Estate Planning “This type of trust can be established to benefit your spouse, children, grandchildren and other descendants. However, …

Don’t Shrink Your Estate With Last Minute Tax Planning

Benjamin LongCharity, Estate Planning Attorney, Gift Tax, Taxes

Benjamin E. Long Founding Attorney at Schlagel Long, LLC – Specializing in Estate Planning and Probate Law Professional Expertise: Benjamin Long brings a wealth of …

Understanding GRATs in Estate Planning

Benjamin LongEstate Planning Attorney, Estate Tax, Gift Tax

Grantor Retained Annuity Trusts (GRATs) in Estate Planning “Simultaneously, T&E practitioners are well aware of the primary risk posed by a GRAT; namely, the mortality …

Would an Early Retirement and Early Social Security Be Smart?

Benjamin LongEstate Planning, Gift Tax, Social Security

Options for Generating Income During the COVID-19 Crisis“For many older adults, claiming Social Security early would be a big mistake. It was a mistake made …