Tom

March 15, 2022

Trust Mills, Bargain Trusts and Do-It-Yourself

The living trust is being utilized more and more each day to assist in wealth preservation and private expeditious administration of one’s…

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The Living Trust

A trust is merely a contract between you and the trustee (usually yourself) to transfer title to your assets from yourself to…

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The Irrevocable Life Insurance Trust

An irrevocable life insurance trust allows you to reduce or eliminate estate taxes so that you can pass more of your estate…

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Generation Skipping Tax Planning

Planning for the Generation Skipping Tax (GST) can allow you to pass assets to your second generation (i.e. grandchildren) without the assets…

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Family Limited Partnerships

The Family Limited Partnership (FLP), when used properly, can be an extremely valuable tool for preserving wealth, protecting assets from frivolous lawsuits…

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March 14, 2022

Charitable Remainder Trust

A Charitable Remainder Trust (CRT) can let you sell highly appreciated assets without having to pay any capital gains tax, provide you…

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