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 […]
August 15, 2017

Every Trust Needs Review

Have you had your Trust reviewed? By Matthew S. Dana, Attorney, CPA, LLM, ChFC and CLU It is true that the estate tax only impacted 1% […]