The person selected as trustee of a trust may shape your intentions for years — or even decades — to come. The selection of a trustee is one of the most important elements of trust design. This article looks at the different aspects of the role of the trustee and the factors you should consider when selecting one. The trustee is responsible for... 

Simply click on the link below to use the Business Succession Strategy Calculator. Please note, a new window will open- and you can then answer questions, click your responses and step through the calculator, to determine the best strategy for you.  Read More →

Presentation: Lifetime Transfers to Children This detailed presentation goes over several forms of lifetime transfers, including trusts and lifetime gifts. Read more now!  Read More →

Key Estate Planning Documents You Need – There are five estate planning documents you may need, regardless of your age, health, or wealth: Get critical information about these documents now. Read more  Read More →

A down market can mean tough times, but it can also present unique opportunities to minimize property transfer (gift and estate) taxes. While owning assets that are losing value might seem like a bad thing, it may actually be a great time to reduce your taxable estate by gifting those assets to beneficiaries. That’s because current low asset...