Wealth Transfer

August 27, 2019

Some Gifts Keep on Giving: Maximizing Tax Savings with Grantor Trust Asset Substitutions

On my desk, just below my monitor, I have three small LEGO® toys: a rainbow […]
June 28, 2019

What is the Best Way to Help My Grandchild Pay for College?

With college tuition as high as it is today, many of our clients are wondering […]
November 10, 2014

Planned Giving Problems and Solutions: Make Sure Your Wishes Come True

It is inconsistent that so many generous folks, who relished giving during their lifetime, leave […]