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Charitable Giving

How Does a Charitable Trust Work?

While direct giving has an immediate impact, some individuals may be considering charitable planning strategies that will have a larger and longer-lasting impact not only on charities, but on their own lives or that of their families.

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Do-It-Yourself Estate Plan

Should I Create A Do-It-Yourself Estate Plan?

The ongoing coronavirus pandemic has pushed many people to make long-delayed decisions about estate planning. Many people will try the do-it-yourself route via various websites or books. Internet DIY websites make it easy to download forms, but there are mistakes people make when they try do-it-yourself estate planning.

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GRAT

Should a GRAT Be Part of My Estate Plan?

Low interest rates and looming potential tax changes make this a good time for high-net-worth clients to use a special tool to transfer wealth: the grantor-retained annuity trust (GRAT), a strategy to reduce future estate taxes, by transferring assets to beneficiaries without using the lifetime gift tax exclusion.

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Legacy Planning

What Does Legacy Planning Mean?

To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.

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Frankel, Rubin, Klein, Siegel, Payne & Pudlowski, P.C., Attorneys at Law

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