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 How Does an ILIT Fit Into My Estate Plan? July 5, 2023 3 mins read 503 Views Funeral planning may not be the first thing you think about when you contemplate your estate plan; however, it is something that you should consider.. Read More
Trusts What Happens If I Die Without an Estate Plan in Place? June 29, 2023 3 mins read 551 Views Every adult should have at least a rudimentary estate plan in place; yet, over half of all Americans do not. This is the case despite most of those.. Read More
Trusts What Is a Charitable Gift Annuity? June 27, 2023 3 mins read 474 Views For many people, charitable gifting is an important part of who they are and of the legacy they hope to leave behind when they are gone. If you are.. Read More