GRAT
In some circumstances, the use of a GRAT can help increase the value transferred to a trust while minimizing tax exposure.
FLPs
Families can establish limited partnerships to manage certain assets, but a high level of expertise is required to best leverage these business entities to achieve a client’s long-term goals.
Dynasty (GST-Skipping) Trusts
Some dynastic trusts can literally last forever, making proper drafting and flexibility extremely important for providing tax efficiency and asset protection for generations to come.
Planning for College Students
For anyone over 18 years of age, Healthcare Power of attorney, durable power of attorney and HIPPA documents are very important.
HIPPA Waivers
Your private medical information is yours alone, but a HIPPA waiver can help ensure your private medical information is disclosed to loved ones so that you can get the best care during a time of crisis or need.
Healthcare Powers of Attorney
Powers of attorney documents are perhaps the most critical estate planning tools that are used while a person is still alive.
Property Powers of Attorney
Powers of attorney documents are perhaps the most critical estate planning tools that are used while a person is still alive.
Powers of Attorney
Powers of attorney documents are perhaps the most critical estate planning tools that are used while a person is still alive.
Testamentary Trusts
While common, trusts established in wills have a number of negative characteristics, which is why they are often not recommended by Walny Legal Group.
Revocable Living Trusts
Attorney Walny shares why a revocable living trust is now one of the centerpieces around which most estate plans are built.