GRITs in wealth management

Wealth Management: Grantor Retained Income Trusts (GRITs)

GRITs, also known as Grantor Retained Income Trusts (GRITs), are a type of estate planning tool used to transfer assets to a trust while still retaining the right to receive income from those assets. This can be an attractive option for individuals who want to transfer wealth to their heirs but also want to continue […]


Spousal Lifetime Access Trust (SLAT)

What You Need to Know About the Spousal Lifetime Access Trust (SLAT) Preserving intergenerational wealth means keeping costs low. The biggest costs most of us face are taxes. The estate tax will take a 40% chunk out of your wealth when it passes to the next generation and the generation skipping transfer tax will take […]

A durable power of attorney document {place}

What is a Durable Power of Attorney?

A durable power of attorney is a legal document that allows you to appoint someone else, known as your “attorney-in-fact” or “agent,” to act on your behalf in financial and legal matters. This can be a valuable tool for individuals who want to have someone they trust handle their affairs in the event that they […]

Choosing a Trustee

How to Choose a Trustee

A trustee is a person or entity entrusted with assets to hold and manage for the benefit of the beneficiary. Trustees generally act under a fiduciary duty and can be a trust company, bank, or an individual. Trustees of irrevocable trusts usually manage the assets given in trust for the benefit of minor children, disabled […]

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