Beneficiaries

Clients with a net worth high enough to be subject to the estate tax will often have substantial illiquid assets… Read More

The complexity of some trusts has fostered many myths, most arising from misinformed media portrayal and a general misunderstanding of… Read More

A trust is a legal contract that involves three main parties: a grantor, a trustee, and a beneficiary. Grantor The… Read More

When clients formulate their estate plan or update an existing plan, one of the most important decisions they must make… Read More

Life is not a dress rehearsal, which is why protecting the wealth you have accumulated over your lifetime should not… Read More