NP In Focus
03.02.21
12.16.20
Charitable giving — To Set Up a Donor Advised Fund or to give...
A donor advised fund can be created to give the donor flexibility and control over the donor’s charitable contributions over time.
Category Trusts And Estates
11.25.20
Changing the terms of an irrevocable trust
Non-judicial settlement agreements provide a streamlined way to update or modify the terms of an irrevocable trust
Category Trusts And Estates
09.30.20
Have you made your 2020 annual exclusion gifts?
December 31, 2020, will be here before you know it. Don’t miss out on your opportunity to transfer assets to your loved ones without gift or estate tax consequences.
Category Trusts And Estates
09.28.20
Considerations when choosing a trustee
Choosing the right trustee for your trust is an important step. Rest easier knowing your trust will be in the right hands by considering these six factors.
Category Trusts And Estates
08.31.20
What exactly is a trust? Do I need a trust? What kinds of trusts are there? How are trusts administered?
Category Trusts And Estates
08.27.20
Planning for a potential change in the White House and Congress
Any election year has financial implications and 2020 may have more than usual due to COVID-19 and the situation we have in the U.S.
Category Trusts And Estates
07.24.20
The power of an Intentionally Defective Grantor Trust
Adding an intentionally defective grantor trust to your estate plan can save on estate taxes.
Category Trusts And Estates
07.22.20
Historically low interest rates yield tax saving opportunities
The current interest rate environment has sparked an unprecedented opportunity to maximize wealth planning strategies. With that said, this bang for your buck may not be around for long.
Category Trusts And Estates
