February 19, 2018
charitable trust

Income and Tax Planning Using Charitable Trust

Improve your Income and Tax Planning with Charitable Trusts CHARITABLE RETIREMENT ARRANGEMENT (“CRA”) As a practicing estate planning attorney for over 33 years, I have noticed a […]
November 13, 2017

Planning for Gift Taxes

Is it possible to give a portion of your estate without paying gift taxes? In certain situations, our clients want to gift assets to their children, grandchildren, […]