Family Limited Partnership vs. Trust: Key Differences Understanding the distinctions between them can help you determine which option is best suited for your family’s financial goals and estate ...

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...

Family limited partnerships (FLPs). • Grantor retained annuity trusts (GRATs). • 1031 exchanges (to defer capital gains taxes). • Opportunity zone investments (to mitigate tax burdens).