Article Family Legacy Wealth Plan: 3 Must-Have Conversations With Adult Children January 11, 2023 If you’re coordinating your family legacy wealth plan, be sure to have these three conversations with your adult children.Read Morekeyboard_arrow_right
Article Keeping Real Estate in the Family With Qualified Personal Residence Trusts By Andrew Busa — December 27, 2022 A qualified personal residence trust (QPRT) is an irrevocable trust that allows you to pass a home to the next generation in a tax-friendly manner during your lifetime.Read Morekeyboard_arrow_right
Article Spousal Lifetime Access Trusts—The ‘SLAT’ Advantage By Andrew Busa — December 19, 2022 2022 is winding down. It’s time to cross these financial planning and tax items off your list before the calendar flips.Read Morekeyboard_arrow_right