Third-PartyFeb 9, 20221 minIntergenerational Split Dollar PlansIf you have significant assets that you wish to protect over multiple generations, and would like to use a tax-efficient approach...
Third-PartyJul 16, 20201 minFidelity: Charitable remainder trusts: Charitable giving while generating incomeA charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or oth
Third-PartyJul 16, 20201 minGreensfelder: Consider lifetime trusts for descendants and other beneficiariesIn many cases, determining the beneficiaries of your estate plan is simple. If your spouse survives you, your assets go to your spouse.
Third-PartyJul 16, 20201 minOshins: Dynasty TrustsThe Nevada 365-Year Dynasty Trust: Estate Tax Savings, Creditor and Divorce Protection by Steve Oshins