Jun 6, 2016 | Individuals
If estate taxes are a concern and you’re looking for a way to benefit charity while transferring assets to loved ones, consider a charitable lead trust (CLT). But you may want to act soon: CLTs save the most tax when interest rates are low, like they are now, and...
Jun 1, 2016 | Individuals
You may think that your estate plan should include a will in order to handle the disposition of your assets. That’s true: if you die “intestate,” meaning without a will, some or all of your assets probably will be distributed according to state law....
