Tag: Charitable Lead Trust

We Want to Draft Your Legacy

Should a Donor-Advised Fund Be Part of My Estate Planning?

December 24, 2020
With the prospect of a Biden administration potentially raising tax rates and cutting estate tax exclusion amounts in half, some well-off taxpayers may be looking for a way to ease their burden, even while contributing to their favorite charities. A donor-advised fund may well be that opportunity.
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Pre-Election Estate Planning Includes a Vast Variety of Trusts

September 29, 2020
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
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