Transferring Family Wealth
A grantor retained annuity trust (GRAT) can be used to transfer assets to your beneficiaries with little or no gift or estate tax cost.
Art collections often represent an important part of a family’s legacy, making their stewardship fraught with emotional and financial considerations.
Understanding personal trusts doesn’t need to be overly complicated.
Stress caused by uncertainty is more prevalent than ever. Considering "what if" scenarios can help provide comfort in being prepared.
The current exclusion amounts available for transfer taxes that pass down significant wealth may be too rare an opportunity to pass by.