A cornerstone of philanthropy is 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, charitable remainder annuity…
To protect wealth and minimize tax burdens for beneficiaries, people seek estate planning strategies that are effective and efficient. One valuable tool in this area is the qualified personal residence trust (QPRT). This specialized trust enables individuals to transfer their…
Human history has never seen a financial time like this. The Boomer generation is preparing to transfer their wealth through estate planning, placing America on the cusp of the largest wealth transfer in history. 68.4 trillion dollars are expected to…