Articles & Publications
Sale of Residence After Death of Spouse
There are special income tax considerations when the surviving spouse sells the family home, especially if some or all of the real estate was held in a trust. Click on this link to learn more.
Benefits of Lifetime Protective Trusts
As part of our wealth reception approach, we often advise clients to leave their assets to their family in the form of a lifetime protective trust. Here’s a brief description of what that means for them in terms of asset protection, taxes, and more.