Tag: Estate Planning Service

Better to Keep Assets In Your Estate When You Die?

If you’re a high net worth individual or family, chances are your estate planning strategy has focused on finding ways to exclude assets from your estate in order to minimize estate transfer taxes after you pass away. Gifting low-basis property while alive together with the use of bypass trusts after death are common ways to…
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‘Tis the Season for Giving

For some, the end-of-year holidays engender thoughts of helping those less fortunate. For others, it’s a time to develop strategies to save on taxes. Charitable giving allows you to achieve both goals. However, what if you would like to help but don’t yet know to which charities you would like to contribute? One of the…
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