Month: January 2024
January 29, 2024
Considerations to Maintaining Control While Giving Away Your Money with a Grantor Retained Interest
Are you at or nearing the estate tax threshold and own a home, other property, or accounts that could appreciate in the…
January 26, 2024
Dispelling Myths and Answering FAQs in Estate Planning: A Guide to Smart Wealth Management
As an experienced Estate Planning Attorney, I often encounter misconceptions and questions regarding the process of wealth transfer and tax planning. One…
January 15, 2024
Maximizing Your Legacy: Smart Estate Planning Strategies for High Net Worth Individuals
As an Estate Planning and Administration attorney, I understand the value of hard work and the desire to share your success with…
January 9, 2024
Exploring Qualified Personal Residence Trusts: A Key Estate Planning Strategy
In recent years, American estates have benefited from high estate tax exemption rates, sparing many from complex estate planning tactics to dodge…
