If you own property and assets or have loved ones who depend on you to provide income or care, you should have an estate plan. However, some people hesitate to […]
Tag: Estate Planning
Powerful Trusts to Benefit Your Heirs and Charities
Charitable trusts can be important components of any estate planning program, permitting individuals to make substantial gifts to favorite charities without giving up all rights to their property. A current […]
Family Wealth Blueprint: Design Your Legacy with GRATs & IDGTs
If you’re thinking of transferring assets to your children, grandchildren and distant descendants, you may want to consider using a grantor retained annuity trust (GRAT) or an intentionally defective grantor […]
Start Estate Planning Today for a Better Tomorrow
The sooner you plan, the more prepared you’ll be for life’s unexpected twists and turns. You can start now, regardless of your net worth. You might still be paying off […]
Charitable Gift Annuities: The Smart Way to Give Back
A charitable gift annuity is an irrevocable planned giving arrangement in which up to two annuitants, generally the donor and their spouse, receive a regular payment for life based on […]