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, …
Estate Planning Strategies for Minimizing Taxes and Transferring Wealth “Estate planning strategies such as family limited partnerships and gifts to charitable trusts are part of …
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 …
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 …
