MTC University

For many people, estate planning can seem like a complex and intimidating process. With so many nuances in state and federal laws, it can be difficult to understand the tax implications associated with estate planning decisions.

When we think about wills, many of us assume they're only necessary for the wealthy. The reality, however, is that a will is an essential legal document for anyone who owns anything of value—whether that’s a car, a house, or even a prized art collection.

Many people use the terms “will” and “trust” interchangeably, but these documents are very different. In many cases, it’s wise to set up both a will and a trust as components of a comprehensive estate plan.

As the custodians of a family’s philanthropic vision, trustees bear a distinctive responsibility. They navigate the convergence of family values, strategic decision-making, and legal obligations, all while upholding the foundation’s integrity and relevance across generations. In this blog post, we will delve deeper into the intricacies of this vital role, highlighting both the challenges and rewards that accompany being a Trustee for a Family Foundation.

Investing in Exchange Traded Funds (ETFs) is an increasingly popular strategy for both novice and experienced investors. One of the most attractive aspects of ETFs is their inherent tax efficiency, which can lead to significant savings in your investment portfolio. However, understanding the taxation of ETFs can be complex

Business owners devote countless hours and resources to grow a successful enterprise. However, it is equally important to plan for the future of your business. Business succession planning ensures continuity and longevity by providing a smooth transition of ownership, management, and assets to the next generation or designated beneficiary.

Do you want to get the most out of your investments? Are you looking for ways to diversify while still achieving your desired investment objectives?

When it comes to safeguarding your assets and securing your legacy for future generations, an irrevocable living trust is one of the most effective tools in estate planning. By setting up an irrevocable living trust, you can retain control over your assets while protecting them…

Planning for the unexpected can make a huge difference for you and your loved ones. A will is an important estate-planning tool. By using a will, you can name the people who will receive your assets when you pass.

Tax exemptions are an important aspect of tax planning that can greatly benefit individual taxpayers.

As the custodians of a family’s philanthropic vision, trustees bear a distinctive responsibility.

Blended families can present unique challenges when it comes to estate planning. With children, stepchildren, ex-spouses

As the end of the year approaches, it’s a great time to review your estate planning documents and tax strategies.

Creating a special needs trust allows for the distribution of funds to benefit your loved one without jeopardizing

Are you looking for peace of mind that your estate will be handled properly after you’re gone?