The success of any estate plan depends GREATLY on the people you choose to carry out your wishes after you are gone, or if you become incapacitated. T...
Trusts are often referred to as powerful tools, but we find that they are more like a toolkit, especially for families with significant wealth. It is...
Newly Adult Children For children first entering into adulthood, the biggest change can often be taking charge of what is legally now their responsibi...
New clients sometimes ask: Why should I consider setting up a trust now, if I already have a will? My short answer: Because life happens. By that, I m...
The annual report from the Giving USA Foundation, produced in partnership with the Indiana University Lilly Family School of Philanthropy, allows for...
With careful hands, many parents set out to raise their children and their children’s Uniform Transfers to Minors Act (UTMA) custodial accounts well...
Trusts in the U.S. are taxed at much higher rates than people or companies. And that difference can greatly impact how effectively your family trust o...
Education is a top priority for many of our clients, including ones who are grandparents and see education as the ultimate gift to the younger generat...
Trusts can be powerful planning tools, especially for families and individuals with significant wealth. Their superpower is that they can provide a co...
