Financial Planning9h
The tax advantages of charitable remainder trusts — and the risks
Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...
Changes should lead to change: Timely review of will and trust is critical
Your mom goes to an attorney and, after thoroughly analyzing her financial wealth, goals and family members, signs her will, ...
Trust buys Estates at Acqualina condo for $25M, adding to slew of pricey deals
A trust bought a 9,100-square-foot Estates at Acqualina condo for $25 million, marking the latest pricey closing in the ...
Bradley Adds Chad Callahan as Estate Planning Partner in Florida
Charles Callahan III joined Bradley as a partner in its tax and trusts and estates practice groups in Tampa, Fla., the firm ...
Financial Planning6d
Fighting systemic racism with estate planning — one client at a time
Estate and trust planning by financial advisors on behalf of Black Americans can tear down the historical barriers that have led to persistent racial disparities today, according to a new study.
The Pantagraph1d
Make your estate plan a fine-tuned machine
Signing well-designed last wills and revocable living trusts is just the beginning of a longer process to create an “ideal ...
How, and why, to set up a trust for your house
Putting your home in a trust can protect your assets while you’re alive and make the ownership transfer easier after your ...
ABC Columbia3d
The American Dream: Understanding Trusts and how they (sometimes) can be a great tool
COLUMBIA SC (WOLO) – If you are in estate planning mode, there is a tool that can often be a great way to ensure that your ...