Charitable trusts allow donors to align their wealth with their values, offering a structured way to support causes they care about while managing taxes and providing for loved ones. Whether you choose a CRT or CLT, the key is to work with knowledgeable estate planners, attorneys and tax advisors to ensure the trust is structured properly and maintained in compliance with federal and state laws. With careful planning, charitable giving can transcend a simple donation.

Preserving a vacation home for future generations requires more than just passing down the deed. By talking to heirs, carefully choosing the right trust structure and establishing clear rules and funding mechanisms, families can transform a cherished cabin into a lasting legacy. Whether you choose a revocable trust, irrevocable trust, cabin trust or QPRT, the key is proactive planning and open communication. With the right structure in place, your family’s home away from home

The SECURE Act and its 2.0 sequel have transformed retirement‑account planning. Larger tax‑deferred balances, compressed withdrawal windows, and ever‑changing regulations require trustees and beneficiaries to act proactively. By revisiting trust provisions, considering Roth conversions, and consulting experienced advisors, families can turn legislative upheaval into opportunity and ensure inherited retirement accounts support—not undermine—their long‑term wealth‑transfer goal