Estate Planning Definitions
Annual Gift Tax Exclusion The amount of money that one person can transfer to another during a calendar year without being required to file a gift tax return or reducing their unified credit for estate taxes. Charitable Remainder Interest Trust A trust in which donors transfer property to a charitable trust and receive an […]
Estate Planning Checkup
Consider the following when thinking about your estate. Use these questions to help you evaluate where you are in the estate planning process. Have you created a Will or a Trust? Does your current Will or Power of Attorney name guardians for any minor children? Have you transferred assets into your Revocable Trust? Have […]
Castle Building in the Modern Era
Why were castles built? First and foremost, for protection. Medieval Lords fortified walled structures to protect their people and their land; to defend against attack, to mark territory, to provide security and insure privacy. They added features to identify advancing forces from a distance and to impede both access from outside and unauthorized depletion of […]