Wealth Transfer

June 18, 2020

Planning in a Low Interest Rate Environment

To say 2020 has been a challenging year is surely an understatement, and we are […]
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?

September 2024 Update: The FAFSA Simplification Act—passed in December 2020 and rolled out over the […]
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 […]