SPOTLIGHT -
Use bypass trust to minimize estate taxes, postpone distributions
This tool can help married couples make distributions to their children and charities posthumously without giving more than necessary to the government.
Look for alternatives to amending trust
Found yourself with a trust that doesn't work well in the market? Learn how you can change the situation.
Tax obligations while training overseas
Disability insurance, disability policy cost and tax obligations while training overseas are all addressed
Disability policy cost for women versus men
Buying disability insurance before graduating
