Chicken or the Egg? It's the Same with Estate Plan or Exit Plan Business Exit Planning is part of every…
Utilizing a QPRT for Capital Gains Benefit A qualified personal residence trust (QPRT) is a specific type of irrevocable trust…
Trust Term of a Qualified Personal Residence Trust (QPRT) A qualified personal residence trust (QPRT) is a specific type of…
Qualified Personal Residence Trust-what are the advantages? What exactly is a Qualified Personal Residence Trust (QPRT)? A qualified personal residence…
A QPRT is a trust that holds a personal residence for a term of years, allowing you, in effect, to…
There are many reasons to Use a Dynasty Trust, some are non-tax reasons The non-tax reasons for creating the dynasty…
Dynasty Planning and Dynasty Trusts You can utilize your Generation Skipping Transfer (GST) Tax exemption to plan for several generations…
Grantor Deemed Owner Trust or Beneficiary Deemed Owner Trust-Call it what you will A Grantor Deemed Owner Trust (GDOT) is…
I’ve Created an Irrevocable Trust and am Interested in Gifting Annual Exclusion Amounts to Decrease my Taxable Estate, but I…
Depending upon state law, a life insurance trust can last as long as any other trust, including dynasty trusts. If…