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Understanding the Two Types of Charitable Remainder Trusts

Understanding the Two Types of Charitable Remainder Trusts

An integral part of philanthropy has always been charitable giving. People enjoy making meaningful contributions to causes that are close to their hearts. For those who wish to support charitable organizations while also benefiting from tax advantages and income streams,…

A Look at Legal Trends in Estate Planning

A Look at Legal Trends in Estate Planning

As federal and state laws change, estate planning is becoming more dynamic to efficiently manage and disperse a person’s estate. These laws affect estate planning tax, trust, and charitable strategies, and the higher your net worth, the more critical it…

An Overview of Power of Attorney Appointments

An Overview of Power of Attorney Appointments

Power of attorney is an essential tool when you are preparing for a day when you will be incapacitated and a trusted agent will need to handle your affairs on your behalf. These legal documents can grant broad authority to…

How Can Disinheriting a Child Be a Mistake?

How Can Disinheriting a Child Be a Mistake?

As a general rule, parents treat their children’s inheritance equally, whether it’s property or money. But sometimes, parents intentionally choose to not leave anything to a child, and the reasons for doing so may vary. One reason could be that…

A Guide for Understanding Grantor-Retained Income Trusts

A Guide for Understanding Grantor-Retained Income Trusts

In estate planning and wealth transfer, people sometimes seek strategies that preserve their assets as well as provide them with financial benefits for life. One such strategy is the grantor-retained income trust (GRIT). GRITs offer a unique opportunity for individuals…

What You Need to Know About Probate

What You Need to Know About Probate

The purpose of the probate court is to verify the validity of a will and to ensure that an executor handles the decedent’s assets, debts, and final tax filings in accordance with the decedent’s wishes and the law. To begin…

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