Estate Planning Hot Topics

Welcome to our Estate Planning Hot Topics center.  This is our Blog containing current and timely short articles of interest to our clients about various estate planning, legacy planning, tax planning, business succession planning, and estate administration issues.  You may view our Estate Planning Hot Topics archive here and you may subscribe to the Estate Planning Hot Topics to be alerted when we post additional articles of interest.

Charitable Estate Planning Part II – Charitable Remainder Trusts (CRTs) – Leave Your Legacy to Loved Ones & Charities; not to Uncle Sam

Posted on: February 10th, 2014

This is Part II of a two-part series about Charitable Estate Planning – Leaving Your Legacy to Charity & Loved Ones; not to Uncle Sam. This article discusses a popular and effective tool for preserving your estate for your loved ones and charities–the Charitable Remainder Trust (CRT). The Charitable Remainder Trust (‘CRT’) is a type…
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Charitable Estate Planning Part I – Charitable Lead Trusts (CLTs)–Leave a Legacy to Charity & Loved Ones; not to Uncle Sam

Posted on: February 03rd, 2014

This is Part I of a two-part series about Charitable Estate Planning – Leaving Your Legacy to Charity & Loved Ones; not to Uncle Sam.  This article discusses a popular and effective tool for preserving your estate for your loved ones and charities–the Charitable Lead Trust (CLT). The Charitable Lead Trust is a type of charitable…
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