Category: Trusts

Every Trust Needs Review

A nighttime view of Singapore's skyline featuring Marina Bay Sands and Gardens by the Bay illuminate.

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% of all Trusts, however, virtually every Trust that has been drafted over the last 30 years has many provisions in it that are directly related to estate tax code […]