Posted on 12/25/2025
Maximizing wealth transfer strategies for the 99%
For today’s families, the most important estate considerations are no longer about avoiding federal estate tax. With the vast majority of Americans falling outside the Read MorePosted on 11/22/2025
Supplemental Life Insurance Retirement Plans (SLIRP)
Watch this 2-minute video to learn how a supplemental life insurance retirement plan – or SLIRP – can allow you to get money when you Read MorePosted on 11/12/2025
Charitable Remainder Trust with Wealth Replacement
Did you know your money can only go to one of three places when you pass away? Your family, the government, or your favorite charity. Read MorePosted on 08/02/2025
Three reasons why periodic reviews of estate planning documents are important
Ensuring that your estate plan is aligned with the changes in your life is crucial. Key events such as births, marriages, or shifts in wealth Read MorePosted on 06/25/2025
How do rising interest rates impact estate planning strategies?
Did you know that higher interest rates can alter the effectiveness of common estate planning strategies such as intra-family loans, GRATs, or CLATs? However, they Read MorePosted on 06/25/2025
Your vacation home: Enjoy it while you are alive, and plan for it at your death
Just like your primary residence, a vacation home is an asset that should be considered in your overall estate plan, and, depending on the location, Read MorePosted on 06/25/2025
Helping Clients Protect Their Assets Through Trust Planning
Learn how using trusts in business planning can provide clients with informed solutions and help them achieve peace of mind and financial security in this Read MorePosted on 06/20/2025
Potential tax reduction for married couples through Community property trust
Tax planning strategies can feel overwhelming for high-net-worth individuals, especially when it comes to managing wealth transfer and minimizing capital gains taxes. For example, did Read MorePosted on 07/12/2024
Trustee selection considerations
Many estate plans incorporate trusts to facilitate asset management, avoid probate, reduce estate taxes, protect assets from creditors, or provide for a family member with Read MorePosted on 07/12/2024
Will contest: Could it happen to you?
Clients often spend time and financial resources to establish a will and estate plan, but a small percentage of wills may still be contested. This Read MorePosted on 04/04/2024
Naming a guardian for minor children is an important aspect of estate planning.
Life is unpredictable, and if the unexpected happens, the decisions you make today can significantly impact your children’s lives tomorrow, especially in the unfortunate event Read MorePosted on 04/04/2024
Special Needs Trusts
Families that care for individuals with special needs can work with a qualified professional to create a special needs trust to help protect their assets Read MorePosted on 04/04/2024
Planning for art collections: Rules and tax considerations
Art appraisal is an inexact science yet the preservation of your art collection’s legacy relies on a strategic plan. Developing an estate plan that addresses Read MorePosted on 12/29/2023
Revocable living trusts: advantages, drawbacks, and misconceptions
When creating an estate plan, people are often baffled by the revocable living trust and unsure what exactly it accomplishes or why they would need Read MorePosted on 04/07/2023
Basic estate planning considerations and documentation
A significant number of Americans have no estate plan in place, which could be due to several factors: not making time to address a seemingly Read MorePosted on 11/09/2022
Caring for a pet after death
Without a plan, a beloved pet may be abandoned or euthanized upon the owner’s death. While many pet owners are well aware of this potential Read MorePosted on 09/13/2022
Life insurance is a valuable generational wealth-transfer tool.
The first generation builds it, the second manages it, and the third squanders it. This common rags-to-riches-to-rags phenomenon motivates many families to develop a generational Read MorePosted on 06/02/2022
Six things you may not know about state estate taxes
Did you know that depending on where you live, you may be subject to state-level estate or inheritance tax? Seventeen states and the District of Read MorePosted on 02/23/2022
The basics of “tax-wise” estate planning for married couples
How can married, high net worth couples incorporate “tax-wise” strategies into their estate planning documents? Read this article from The Nautilus Group to learn about Read MorePosted on 05/12/2021
Estate tax timeline – is history repeating itself?
The Tax Cuts and Jobs Act was one of the most significant tax legislation acts signed into law since the Tax Reform Act of 1986. Read MorePosted on 08/10/2020