Tag: Family Trust

We Want to Draft Your Legacy

When are You Required to File a Gift Tax Return?

May 5, 2022
When do you need to file a gift tax return? The IRS wants to know how much you are gifting over the course of your lifetime. This is because while gifts may be based on generosity, they are also a strategy for avoiding taxes, including estate taxes.
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What Is the Primary Purpose of a Credit Shelter Trust?

September 14, 2021
A credit shelter trust is used to help married couples with significant assets pass their estates after their deaths to children or other beneficiaries without incurring estate taxes.
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What Do I Need to Know about a Family Trust?

June 4, 2020
A trust can be used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations. A family trust is a specific type of trust that families can use to create a financial legacy for years to come. There are several benefits to creating one, although not every family necessarily needs one. If you’re curious about where this type of trust might fit into your family’s estate plan, here’s what you need to know.
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