Category: Estate Planning

Law theme, fountain pen, paper, and stamp on a desk, representing a Grantor Retained Annuity Trust for Estate Planning
Is a Grantor Retained Annuity Trust (GRAT) Right for You?

Estate planning is critical to protecting your life’s legacy. Without it, those next in line face unnecessary challenges in receiving what’s rightfully theirs. But the type of planning you, and your beneficiaries need will depend on the complexities of your estate. For those looking to leave larger amounts behind, or who have assets that could […]

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2 young girls sitting on the pool deck splashing, representing a family vacation home
Family Vacation Homes: How to Preserve Harmony and the Home

Transferring a family vacation home to the next generation presents unique challenges for families. Open communication and proper planning can ensure your legacy remains intact.

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overlook of beach, ocean during sunset, representing moving to a state with lower taxes
Things to Consider Before Making a Change of Residence to a More Tax Friendly State

Many retirees find southern states quite attractive because of the warmer weather, lower cost of living and the ability to enjoy outdoor activities nearly year-round. Buying a new home to escape the winter weather becomes even more enticing when it also provides attractive income and estate tax benefits. However, you should know that your former […]

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