Trusts How lifetime gifting can affect estate administration By Bill Peacock October 21 0 mins read 105 Views Gifting during lifetime can be an effective way to pass on wealth, support loved ones, and potentially reduce Inheritance Tax (IHT). However, without ..
Trusts Do I Need a Pour Over Will If I Have a Trust? July 13, 2023 4 mins read 541 Views You likely executed a Last Will and Testament as the foundation of your initial estate plan, relying on that Will to distribute your estate assets... Read More
Trusts Celebrate Disability Pride Month in July July 11, 2023 3 mins read 466 Views July is celebrated worldwide as Disability Pride Month. For disabled adults and parents of children with special needs, Disability Pride Month is an.. Read More
Trusts Special Need Planning: ABLE Accounts July 7, 2023 3 mins read 498 Views If you are the parent or grandparent of a child with special needs, the importance of incorporating a special needs planning component into your.. Read More