Insights

Fantastic Estate Transfer Failures and How to Avoid Them

What Can We Learn From Famous Estate Transfer Failures?   We’ve all heard the names of some of the wealthiest families that built their fortunes from modest beginnings; however, did you realize that few have maintained the same purchasing power … Continue reading

Why You Might Want an Intentionally Defective Grantor Trust

How an Intentionally Defective Grantor Trust Can Benefit You Usually when we hear the word “defective,” we think about an umbrella that doesn’t open, a dangerous children’s toy, or perhaps our last car. And these are generally never defective by … Continue reading

Directed Trust versus Delegated Trust: Which one is for You?

Now that you’ve decided to establish a trust to preserve your family’s legacy, there are many important decisions to make. For example, will you manage the trust assets yourselves or hire an investment advisor? Will you serve as trustee or … Continue reading

2019 Smart Year-End Financial Moves

If you’re searching for smart year-end financial moves to make, the following items may help you save money on this year’s taxes or get on track for a better 2020. The below are not in any order of importance, and … Continue reading