Fancy Estate Planning Concepts

Fancy Estate Planning Concepts

Do you have an estate tax issue? Here are some fancy estate planning concepts broken down in plain English. But first, let’s start with the basics. What’s the current exemption?  The estate tax exemption will be HALVED in 2026 due to the expiration of the...
Installment Sales to Grantor Trusts

Installment Sales to Grantor Trusts

What are tax rates going to be in 20 years? What will estate taxes look like in 30 years? How can you protect your family’s wealth for generations to come? While we can’t predict the future, we can introduce you to a strategy that exists today: Installment...