Dynasty Trusts Can Help You Leave a Generations-Spanning Legacy

Trusts generally are used to reduce tax and help individuals leave wealth to their loved ones. But most trusts don’t last forever and applicable taxes may discourage trust owners from […]

2 Important Breaks for Mature Taxpayers to Consider

If you’re an “experienced” taxpayer, you’re probably entitled to some age-based federal income tax breaks that younger taxpayers can’t claim. Here are some details to help you take advantage of […]

4 Common Estate Planning Pitfalls

Estate planning involves a lot of moving parts. So you’d be forgiven for overlooking or forgetting about certain issues when making decisions about transferring wealth in the most tax-effective manner […]