Gifting to Grandchildren: The GSTT

Did you know that if you leave money directly to your grandchildren, the funds may be taxed twice? The Generation Skipping Transfer Tax (GSTT) is responsible. Understanding the GSTT requires a discussion of both of life’s two certainties – death and taxes. Read More

Transferring Airline Miles to a Beneficiary

Where have you traveled with reward miles? Did you know that you may be able to share your love of travel by passing on any miles that remain in your account when you pass away? Today’s frequent flier programs allow one to amass points that are, most liberally, a form of currency, and most conservatively, something of value. Read More