Client Alert

Save Money And Reduce Taxes With A Charitable Remainder Trust

Whether you want to donate money as a budding philanthropist, avoid taxes or diversify your investment portfolio, Charitable Remainder Trusts (CRTs) can be a good way to accomplish all three goals at once. Before creating a CRT, it can be helpful to have a basic understanding of how they work and the terms. An Overview Of Charitable Remainder Trusts When you create a CRT, you will first choose the trust’s […]

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Client Alert

Business owners need estate plans

If you are a business owner — or if you run a professional practice — it is very important that you do not put off your estate planning. Getting the results you need and protecting both your business and your family’s wealth often takes years of preparation and planning; many experts suggest starting a decade in advance. The reasoning is that your business probably accounts for a significant percentage of your […]

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Client Alert

Why a trust might make sense for adult children

When you have a sizable estate, creating a trust for your minor children makes sense. It controls how the money is distributed and keeps the burden of money management off their small shoulders. When your child is an adult, creating a trust for him or her may not seem as necessary. However, being over the age of 18 does not guarantee your child is great with money. Even for someone […]

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