Articles & Information

tenancy in common

Tenancy-in-Common: A Versatile Estate Planning Tool

Date posted: November 19, 2018

If you hold significant real estate investments, tenancy-in-common (TIC) ownership can be a powerful, versatile estate planning tool. A TIC interest is an undivided fractional interest in property. The property isn’t split into separate parcels. Rather, each TIC owner has the right to use and enjoy the entire property.   TIC in Action An individual […]



gifts to charity tax deduction

Your Charitable Gifts Are Unrestricted

Date posted: November 14, 2018

If philanthropy is an important part of your legacy, consider taking steps to ensure that your donations are used to fulfill your intended charitable purposes. Outright gifts can be risky, especially large donations that will benefit a charity over a long period of time. Even if a charity is financially sound when you make a […]



asset protection plan concept

A Hybrid DAPT Offers the Best of Both Worlds

Date posted: November 10, 2018

The Tax Cuts and Jobs Act reduces or eliminates federal gift and estate taxes for most people (at least until 2026). One benefit of this change is that it allows you to focus your estate planning efforts on asset protection and other wealth-preservation strategies, rather than tax minimization. If you’re concerned about personal liability, you […]



Put Pen to Paper

Date posted: November 8, 2018

A letter of instruction and a mission statement add clarity to an estate plan If you’ve ever experienced the death of a loved one, you know what an upsetting and sometimes confusing time the aftermath can be. Legally binding documents, such as a will or living trust, spell out your final wishes. But including a […]



Estate Tax Relief for Family Businesses – Sec. 6166

Date posted: November 2, 2018

Now that the gift, estate and generation-skipping transfer (GST) tax exemptions have more than doubled to an inflation-adjusted $11.18 million for 2018 ($22.36 million for married couples), fewer people are subject to transfer taxes than ever before. But these taxes continue to place a burden on families with significant amounts of wealth tied up in […]