Estate Planning

How To Use Trust And Gifting To Reduce Your Income Taxes

For years people have looked for creative ways to avoid paying heavy income and estate taxes. The federal tax overhaul law recently signed by President Trump left many people confused about its implications on their assets. Wealthy families actually benefit the most. Overall, the tax overhaul has made it easier to set up trusts and …

How To Use Trust And Gifting To Reduce Your Income TaxesRead More »

How to Use a Dynasty Trust To Grow Wealth and Benefit Future Generations

If you own a large estate, consider the best estate plans for you and your heirs. You don’t want to burden your children with a heavy estate tax once you pass away. Estate lawyers recommend setting up trusts to protect your assets. The dynasty trust is more intriguing than traditional trusts because theoretically they can …

How to Use a Dynasty Trust To Grow Wealth and Benefit Future GenerationsRead More »

What are Pet Trusts and How they Protect Your Pets

About Pets Trusts: What They Are and How they Protect Your Pets

Did you know that estate planning can protect a lot more than your human family? Your four-legged furry family members can also be covered and cared for specifically by your estate. Many people have specific plans and wishes for their pets after they pass away, from making sure they get adequate veterinary care, to ensuring …

About Pets Trusts: What They Are and How they Protect Your PetsRead More »

You've Been Named Personal Representative of a Will — Now What?

You’ve Been Named Personal Representative of a Will — Now What? Being named the Personal Representative of a loved one’s estate can be a great honor. After all, it means that they trust you with their final wishes. They think you honest, responsible and trustworthy enough to see to their final affairs. However, it can …

You've Been Named Personal Representative of a Will — Now What?Read More »