Just in the last 20 years, we have seen several major tax bills authored in Washington – some of which have passed and many of which have not.
While many of you likely donate to charities, it is always important to keep in mind these key considerations of charitable giving.
Have you ever wondered what happens to your priceless photos, personal emails and overall digital footprint – after your death? You should.
How you plan your estate will determine how you’re remembered and will shape the relationship your children and grandchildren have with money.
If you are charitably inclined and are interested in a planning strategy that can provide increased income while simultaneously lowering your total income tax, consider the well-known and established Charitable Remainder Trust [CRT].
Today’s multiple trust structures convey the sophistication and diversity of solutions available to high-net-worth individuals as they seek to optimize, protect and transfer assets.