USA - October 3 2022
Many reconnect with their family during their vacations. Your family may own a home on the beach, in the mountains, or in the country where multiple…
Elizabeth L. Pack
USA - December 1 2020
This holiday weekend, you may have tackled your holiday shopping with deals from Black Friday, Small Business Saturday and Cyber Monday. Now, you may…
USA - October 31 2020
During times of a robust economy and increasing portfolio balances, many grasp the importance of implementing planning strategies to shift wealth in…
Keith K. Grissom, Elizabeth L. Pack
USA - October 20 2020
A Spousal Lifetime Access Trust (SLAT) is a type of trust that provides an opportunity for the grantor of the trust to utilize his or her remaining…
Elizabeth L. Pack
USA - August 26 2020
For those who are charitably inclined, planning techniques are available that may provide for both income and transfer tax savings in the current…
Serafina Nicolais
