Insights

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Giving Back, Getting Back: Charitable Donations & Your Tax Return

Sharing your good fortune with others by donating to charities can generate a host of benefits. Not only can it spark that warm feeling inside of knowing that you’re making a difference; giving has also been shown to have the power to convey important health advantages ...

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What You Need to Know About GRATs

Grantor retained annuity trusts (GRATs) have become popular estate planning tools for wealthy families. Implemented properly, a GRAT can provide guaranteed income for the grantor and pass on wealth tax free to beneficiaries. In this article, we’ll look at how GRATs are ...

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