For Better or Worse…
Protecting assets in the event of divorce is one of the primary reasons many opt to leave their children’s inheritance in trust. This article provides a good overview of the considerations.
Discard Your Cotton Swab, But Give Someone Your QTIP
Creative planning for marital (QTIP) trusts – a roadmap for using assets in QTIP trusts for possible gifting in 2021.
Trusts in All Sizes
Trusts can accomplish many purposes. Here are just a few.
Who Do You Trust?
Strategic use of trusts to keep the wealthy wealthy.
Is a Trust Right For You?
This article gives a good overview of the uses of trusts, but note the estate tax exemption is doubled under the new tax law for years 2018-2025.