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What is an Irrevocable Living Trust in Phoenix, Arizona
Read more: What is an Irrevocable Living Trust in Phoenix, ArizonaAn irrevocable living trust is a powerful tax & estate planning tool. It can protect the assets placed in trust from future creditors, divorce, and Medicaid. It can also function as a…
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What Is a Trust Protector and Why Should You Consider One?
Read more: What Is a Trust Protector and Why Should You Consider One?A trust protector is a relatively new concept in the realm of estate planning and trusts, but is quickly gaining favor in many dynasty trust plans.
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Wealth Management: Grantor Retained Income Trusts (GRITs)
Read more: 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…
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Spousal Lifetime Access Trust (SLAT)
Read more: 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…