When one trustee isn’t enough, consider appointing a trust protector
Irrevocable trusts can allow for the smooth, tax-advantaged transfer of wealth to family members. But there’s a drawback: When you set up an irrevocable trust,
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Irrevocable trusts can allow for the smooth, tax-advantaged transfer of wealth to family members. But there’s a drawback: When you set up an irrevocable trust,
Does your estate plan call for making gifts to your grandchildren or other loved ones more than one generation below you? Or, perhaps to you
If your small business is strapped for cash (or likes to save money), you may find it beneficial to barter or trade for goods and
Estate planning isn’t just about sharing wealth with the younger generation. For many people, it’s equally important to share one’s values and to encourage their
Not only is April 15 the deadline to file a 2023 income tax return and pay any taxes due, it’s also the deadline to file
With the high cost of college, many parents begin saving with 529 plans when their children are babies. Contributions to these plans aren’t tax deductible,
Owners of closely held businesses typically have a significant portion of their wealth tied up in their enterprises. If you own a closely held business
When creating or revising your estate plan, it’s important to take into account all of your loved ones. Because each family has its own unique
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