All Posts by

Richard Yam, J.D.

Rich serves as Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning, and is based in our New York office.
CLAT

Charitable Lead Annuity Trusts (CLATs)

What is a Charitable Lead Annuity Trust (CLAT)? A charitable lead annuity trust (“CLAT”) is a type of charitable trust ...

mortgage invest estate plan

Estate Planning 101

What Is Estate Planning? Estate planning is the process of arranging and managing one’s assets during their lifetime to ensure ...

charitable remainder trust

Charitable Remainder Trusts (CRTs)

What is a Charitable Remainder Trust (CRT)? It is a trust where non-charitable beneficiaries (usually the grantor and grantor’s spouse) ...