August Is National "Make a Will" Month
This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.
This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.
Our clients--especially those who are considered high net worth--will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.
This blog will talk about what GRATs are and who they might be suitable for, as well as their pros and cons.
This blog will explain what Spousal Lifetime Access Trusts (SLATs) are and who they might be good for.
A look at the estate tax advantaged trust, the Intentionally Defective Grantor Trust.
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.