Archives: Forms

2020 Guide A Trustee Dealing with the passing of a loved one is enough to handle as is. Having to also act as a trustee for the estate may feel like a daunting task, especially for a non-professional. This guide covers the basic responsibilities and duties of a trustee in…

2020 Grantor Retained Annuity White Paper Grantor retained annuity trusts (GRATs) provide a solid foundation for long-term estate and legacy planning. This financial instrument is a great way to minimize wealth transfer taxes and maximize the efficiency of your estate planning model. GRATs present a real and robust opportunity to…

2020 Charitable Planning Techniques The distribution of funds and assets to charity is a great way to improve quality of life outcomes based on worth and need. Along with making the world a better place, you can benefit greatly through considered long-term financial planning. Whether you want to transfer funds…