Tag: Charitable Remainder Trust

We Want to Draft Your Legacy

How Does a Trust Fund Work?

April 19, 2022
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
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What Can I Do Instead of a Stretch IRA?

March 31, 2022
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
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Do Singles Need Estate Planning?

August 20, 2021
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
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What Is a Holistic Estate Plan?

May 21, 2021
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
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What Paperwork Is Needed after Someone Dies?

April 14, 2021
While the tasks of dealing with an estate after someone passes may be simple administration, the work associated with it is often quite complicated.
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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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Stretch Out IRA Distributions, Even Without ‘Stretch’ IRA

November 24, 2020
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
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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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Jupiter, FL 33458

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