5 Reasons to Update Your Will
Many of us draft a will, put it away for safekeeping, and never look at it again. This may be a big mistake. Our [...]
12
10, 2022
2
08, 2022
Choosing the Right Trustee
After determining the type of trust that works best for you and your family, the next step is choosing a trustee. This assigned individual [...]
20
07, 2022
Generation Skipping Trusts Explained
A generation-skipping trust (GST) is an irrevocable trust with designated beneficiaries who are, at least, 37.5 years younger than the grantor and may, or [...]
23
12, 2020
New IRS Guidance on Estates and Trusts Allowable Tax Deductions
The Tax Cuts and Jobs Act (“TCJA”) resulted in confusion as to the tax treatment of deductions reported by trusts and estates to its [...]