Essential Masterclass
How to Pay for Care without Going Bankrupt

Can Estate Planning Reduce Taxes?

Estate Taxes

Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.

Avoid Errors with Special Needs Planning

Disability Planning

Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.

What Is the Purpose of a Pet Trust?

Pet Trusts

Many well-off pet owners have left millions of dollars to their cats, dogs and even chickens—perhaps most notoriously Leona Helmsley, who left US$12 million when she died in 2007 to her white Maltese dog Trouble.

Why are Trusts a Good Idea?

Trust Planning

Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.

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