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estate taxes

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Tax benefits and tax traps with estate freezes

Timing is key, and double taxation is a risk, along with complex issues around governance, family entitlements and shareholder rights

December 7, 2023
Estate Planning

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Life-insurance strategy allows you to give back and have cash for family, too

Using a universal life policy means you don’t have to choose between charitable giving and leaving money for your loved ones

April 1, 2022
Commentary

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How to keep your U.S. property from becoming quite so taxing

Holding your vacation property in a discretionary trust can help shield it from eye-popping U.S. estate taxes

August 9, 2021
Commentary

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