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The concept of an inheritance is well known—but "inheritance," as defined by people and by the law, can often be two very different things.
Specializing in trust services, I’ve crafted estate-planning solutions for countless clients. A particular highlight for me is working with them on understanding the fundamental intricacies of inheritance. Let’s explore the process of passing on assets.
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Trusts can play a crucial role in your estate planning strategy. They can reduce your taxable estate and allow you to determine how and where your assets will be transferred to your loved ones after you pass.
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Trusts are popular estate planning tools used to transfer assets to beneficiaries while minimizing the effect of estate taxes. Spousal trusts, also known as marital trusts, fall into a subclass of trusts that can help you reduce the size of your estate for tax purposes while providing financial security for your spouse, family, and other beneficiaries.
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A charitable lead trust (CLT) is a popular gifting technique that combines charitable planning with tax planning. CLTs are split-interest trusts, meaning the beneficial interests are split between charitable purposes and non-charitable beneficiaries. The trust starts by paying a fixed annuity or unitrust amount to a charitable organization for the “lead” period, which can be a term of years or someone’s life.
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Why do leprechauns get to have all of the fun? With St. Patrick's Day on our minds, we wanted to give you some tips on how to make the most of it if you find your very own pot of gold.