Tag Archives: Estate Planning (Sentinel)
A grantor retained annuity trust, commonly called a GRAT, allows a grantor to pass assets to a beneficiary while minimizing his or her federal gift and estate tax burden. While GRATs do offer some undeniable advantages, like any estate planning technique, they are not right for everyone.
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A terminal diagnosis for you or a loved one can make it seem as though your world is falling apart. While there may be nothing you can do about the illness, you may find solace in addressing issues that you can control.
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Nominating a trustworthy and caring guardian for your children is one of the most important choices you can make on their behalf.
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In a world of smartphones and tablets, portability is something we take for granted in our gadgets. But thanks to some recent legislative changes, it is now something that estate planners can take for granted too.
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When a loved one begins to experience memory loss and other cognitive issues, it is only natural to wonder whether …
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Recent income and estate tax updates have adjusted how the planning game should be played. If your estate plan was drafted before they came into effect, reconsidering how you structure your estate could save you tens of thousands, or even millions, of dollars.
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Dividing some assets is a simple matter of math. Other assets, however, seem to pose as large a problem as …
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Tax planning is not a glamorous profession. But now and then, you find yourself staring down the wallet of an imaginary Chinese billionaire.
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We all share the same inevitable fate. We do not know exactly when or how, just the final outcome. While life insurance will not delay your death, it will help leave behind a more secure financial future for your heirs.
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Philanthropy is a worthy end alone, but what if you could increase your charitable giving while at the same time …
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