5 Reasons for a Trust

5 Reasons for a Trust

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit     A trust plays a crucial role in thoughtful estate planning. You might think that the doubling of the amount exempt from federal...
Gift Taxes Q&A

Gift Taxes Q&A

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit     The gift tax is a tax on the transfer of property by one individual to another while receiving nothing, or less than full value,...