Tag: estate planning

Dynasty Trusts and Generation Skipping Trusts

An irrevocable dynasty trust is a gifting vehicle that offers a way to shift future appreciation of assets to others while fixing the gift tax cost at today’s asset values.…

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Qualified Personal Residence Trusts

In qualified personal residence trust (QPRT), you create an irrevocable trust to hold all or a portion of a principal residence. You direct the trustee to pay you the income…

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Wills

A will allows you to appoint the executor of your estate, appoint guardians for your minor children, and apportions your estate to whomever you wish. In the event you decide…

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