Estate Plan Trusts

An endowment can be a great way to gift money or property to an institution. It stipulates that the gift be invested and the principal always remain intact. This means that the institution will have a continuous flow of funds from the interest. There are many types of endowments that …

Jacquelyn Kennedy Onassis was a very private person. Surprising when you consider the public life she led – but true. She was famous for keeping her private life private. Why am I telling you this? The other day, my CPA was telling me that the office he previously worked in …

Spendthrift trusts are rapidly becoming a key estate planning tool for families with one member who’s been de-railed by the drug or alcohol culture. Look out your window, look down the street or think of the many persons in your card and contact files. How many families show at least …