Monthly Archives: June 2020
Why Setting Up a Grantor Retained Annuity Trust During COVID-19 Could Significantly Maximize Assets You Pass onto Beneficiaries
There is no question that although COVID-19 has brought a tremendous amount of devastation and panic to our country and economy, there are, at the same time, some unique opportunities that it has introduced into estate planning that have to do with instruments that have been put in place precisely to benefit from growing… Read More »
How A Castle Trust Can Help You Manage Long-Term Healthcare Costs
We have frequently discussed forming trusts in order to protect your estate from going through probate and allow you to directly pass your assets onto your heirs. But one particular type of trust that you can use – especially if you are concerned about potential nursing home or other healthcare costs at some point… Read More »