Keeping Vacation Home in the Family
If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
March 1, 2022
Consider Gifting to Loved Ones before Tax changes
A recipient of a gift does not pay income taxes on the gift. However, the gift-giver may pay gift taxes, unless one of two exemptions applies.
December 2, 2021
What Is a Dynasty Trust?
If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.
October 26, 2021
Keep the Vacation Home in the Family
Vacation property can become a family legacy. Keeping your cabin, fishing lodge, hunting property or other special assets separate for future generations is often a special goal for a family.
September 10, 2021
Estate Planning is more than a Tax Strategy
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
May 18, 2021
Asset Protection In 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.
August 18, 2020
Creating a Family LLC for Estate Planning
Somewhere between a corporation and a partnership lies the limited liability company (LLC). This hybrid legal entity is beneficial not just for small-business owners but is also a powerful tool for estate planning.
July 21, 2020