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February 8, 2016

 Great planning tool for people with highly appreciated assets


A recent Wall Street Journal article by Daniel Grant points out some creative uses of Charitable Remainder Trusts (CRTs) for art and collectible owners.  But they are potentially very useful for all investo...

February 6, 2015

Many estate plans include some type of trust either during life or after death.  If you're setting up a trust, who should be your trustee?


This is an issue people deal with often by naming a relative or confidant to oversee their trust when they are unable.  That's a n...

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Stock Market Volatility Rears its Ugly Head Again

February 9, 2018

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