What Does “Probate” Mean?
The term “probate” is one you may have heard and might associate with negative connotations, but you don’t fully understand… Read More
Month: June 2021
CLTs: A Charitable Trust That Takes the Lead
Are you inclined to help a charity for a period of time without ultimately giving up the property? Consider the… Read More
Estate Planning Pitfall: You Don’t Meet the Tax Requirements For Splitting Gifts
The annual gift tax exclusion is a powerful tool in the estate planning toolbox. When using your annual exclusion, you… Read More
