Skip to content

Intentionally Defective Grantor Trusts

An estate plan's goal is to find strategies that combine asset preservation, tax advantages, and flexibility. One such strategy is to create an intentionally defective grantor trust (IDGT). Despite its seemingly contradictory name, an IDGT can be a valuable tool…

Read More

Considering The Financial Future of Your Parents

Waiting to discuss finances with your aging parent, who may already be experiencing cognitive decline, is a mistake, say financial experts. Gathering all the information you need for a complete financial assessment of their aging needs will require time. Asking…

Read More
Back To Top