Skip to content
shape_white_arc

News & Updates

KAFL's Monthly Meetup

Industry-wide content

Employee Benefits Newsletter

All the need-to-knows regarding employee benefits

shape_white_arc

When you don’t feel like reading, click the links below for more content

Charitable Giving

Charitable Giving

Watch as we dive into why clients would want to establish a charitable remainder trust and how to start the conversation with them!
Intentionally Defective Grantor Trusts

Intentionally Defective Grantor Trusts

Listen as we explore: Defective trusts and how they maximize gifting and remove asset appreciation from the estate, planning to minimize estate tax and retain an income to your client, and where spousal access trust planning can fit in an estate plan.