Should I Have A Durable Power Of Attorney?

Author: Don Pioletti Posted on: . Filed in: Estate Planning.

Should I Have A Durable Power Of Attorney?

Do you know who will handle your affairs if you are incapacitated or otherwise unable to do so yourself? If you do not have a durable power of attorney, the state may dictate who can step in and handle your affairs if you are disabled or incapacitated. In some cases, your loved ones may need… Read More »

Use of CLAT Trusts to Reduce Estate Tax Bill Flourish in Low Interest Rate Environment

Author: Joe Pioletti Posted on: . Filed in: Estate Planning.

Pioletti & Pioletti Estate Planning

Charitable Lead Annuity Trusts, or CLAT trusts, have become a popular method for individuals to minimize their Federal Estate Tax bill. Sometimes referred to as “Jackie O” trusts after the former First Lady Jacqueline Kennedy’s will called for one upon her death in 1994, these trusts have the ability to transfer money tax free to… Read More »