Perspectives from the Path
For the 99.5% Act
Possible new estate tax changes introduced in the For the 99.5% Act by Senator Sanders make 2021 estate planning crucial. The government could become your biggest heir!
Are Trusts Right for You?
Are trusts right for you? Here are some misconceptions and common areas of confusion to address as you consider how to design a trust according to your vision and values.
Book Review: Family Trusts
Family Trusts by Goldstone, Hughes Jr., and Whitaker will help you answer: “What is the reason for my trust?” and “Will this trust enhance the lives of the beneficiaries?”