Estate Plan Checkup Checklist
We recommend reviewing your estate plan regularly to determine whether it remains up to date – below is a checklist ...
A Primer on the Grantor Retained Annuity Trust (“GRAT”)
Objective The objective of the Grantor Retained Annuity Trust is to remove appreciation on the transferred assets from the grantor’s ...
A Primer on Dynasty Trusts
Why is it called a “Dynasty Trust”? Some are surprised to learn that most trusts are temporary. Unlike a corporation, ...
