Life is a Journey. Have a Plan.
Register for a free Estate Planning workshop.Learn More
Register for a free Estate Planning workshop.Learn More
NEWEST Blog Posts
How Community Property Affects Estate and Tax Planning
In most states, spouses can purchase and own property separately from one another. However, in community property states, if one spouse purchases property, it is the property of both spouses. This has implications for both estate and tax planning.
Using an Intentionally Defective Grantor Trust to Transfer Assets
An intentionally defective grantor trust allows wealthy families to transfer assets from one generation to the next while achieving significant tax savings. IDGTs are especially useful if you have assets that will appreciate significantly over time.
What to Do If You Want to Leave Your Children Unequal Inheritances
Parents usually want to leave their children equal shares of their estate, but equal isn’t always fair. If you plan to provide more (or less) for one child in your estate plan, preparation is important.
Schedule a CONSULTATION
