Calling all retirees!! I have partnered with Scott Sirens from Sierens Financial Group and will be speaking at two retirement workshops on Monday March 27th and Wednesday March 29th. The workshop will be a comprehensive two hour presentation covering everything from...
An intentionally defective grantor trust (IDGT) is a very interesting estate planning tool. It can be used to freeze certain assets for estate tax purposes, but not for income tax purposes. It is best used, for example, for a business that you own that is expected to...
In the aftermath of a divorce, updating your estate plan may not be at the forefront of your mind. You may still be distraught and emotionally and/or physically exhausted. However, many clients don’t realize what could result if they don’t update their...
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