Beyond the Living Trust

Living trusts continue to enjoy unprecedented popularity for a variety of reasons, particularly probate avoidance and increased control during incapacity and death. Many people fail to appreciate, however, that for those with taxable estates (over $2,000,000 this year...

Lifetime Gifting Program

A lifetime gifting program allows you to avoid gift, estate and generation-skipping transfer tax on transferred assets. Under the Internal Revenue, Code, you can transfer up to $13,000 per year, per person, to anyone without incurring gift tax or generation-skipping...

Spousal Gift Trust

A Spousal Gift Trust is a type of irrevocable trust that provides complete asset protection for your spouse and descendants, and removes the trust assets from your estate and the estates of your spouse and descendants for estate tax purposes. A Spousal Gift Trust is...