June 15, 2022 •
Estate Planning Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
Read MoreApril 27, 2022 •
Estate Planning GRATs are one type of irrevocable annuity trust used by estate planning attorneys to reduce taxes. It took a lot of hard work and dedication to acquire your wealth. You want to transfer as much of it as you can to your beneficiaries. As a result, having a large estate means you’ll have to pay quite a bit in gift and estate taxes.
Read MoreAugust 20, 2020 •
Estate Planning Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.
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