What’s Is the Best Way to Give to Charity?
January 5, 2023
It may be better to give than to receive. However, it may be even better to give and see your generosity rewarded.
How to Transfer Business to the Next Generation
December 8, 2022
Failing to properly plan for disability, death, or the ultimate transition of a family business can lead to disastrous financial consequences for both the business and the family.
Can a Trust Be Created to Protect a Pet?
January 31, 2022
Based on a recent survey by the American Pet Products Association, as of 2020, 70% of households in the U.S. have pets—about 90.5 million households.
How Does a Charitable Trust Help with Estate Planning?
January 25, 2022
In general, the best reason to establish a charitable trust, is if you would like to create a long-standing form of charitable giving.
Pre-Election Estate Planning Includes a Vast Variety of Trusts
October 2, 2020
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.