Investment Perspectives

Charitable Lead Annuity Trust (CLAT)

If you want to place an asset in trust for your children, but don’t personally need or want to draw an annuity from it, you may like the idea of that asset providing an annuity to a charity instead. This is the role of the Charitable Lead Annuity Trust. In…

Dynasty Trust

The dynasty trust enables families to protect and accumulate wealth, unlike any other planning technique.

Spousal Limited Access Trust (SLAT)

Remove over $23 million from your taxable estate while effectively retaining the use of those assets for your family, protecting them from creditors, possibly for perpetuity.

Selecting an Executor

It’s one of the most important assignments any of us will ever make – and the one that’s hardest to fix if we get it wrong.

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