The Estate of The Union Season 4|Episode 8 is out now!
The Estate of The Union Season 4|Episode 8 is out now! Choosing the right trustee is one of the single most critical planning decisions you
December 3, 2025
The Estate of The Union Season 2|Episode 9 is out now!
The Estate of The Union Season 2|Episode 9 is out now! All good musicians eventually have a Greatest Hits album. We’ve got one too! We
August 29, 2023
The IRS has issued a Ruling that will impact Grantor Trusts
On March 30, 2023, the Internal Revenue Service issued Revenue Ruling 2023-2, which directly impacts a wide range of irrevocable trusts, including grantor retained annuity trusts, qualified personal residence trusts, insurance trusts and other intentionally defective ‘grantor trusts.’
July 18, 2023
Irrevocable Grantor Trust can reduce Tax exposure
When it comes to your financial legacy, business owners and executives who accumulate a significant amount of their net worth in their company’s stock rely on the current tax law stating that the basis in assets left to heirs is “stepped up” at death, to the fair market value as of the date of death.
March 16, 2023
What Is a Tax Reimbursement Clause?
Tax reimbursement clauses are a common clause in many trusts. Why are they used? Why are they important for you to understand?
February 13, 2023
Steps to Ensure a Smooth Probate
The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money.
December 7, 2022
Protect the Family Business for the Next Generation
Failing to properly plan for disability, death, or the ultimate transition of a family business can lead to disastrous financial consequences for both the business and the family.
December 6, 2022
GRATs are good Estate Planning Strategy
Grantor-retained annuity trusts, or ‘Grats,’ are a wealth-transfer technique that shift investment growth out of an estate to heirs tax-free.
November 14, 2022
Business Interests are better Protected by Trusts
No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.
July 26, 2022