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A California court rules that the IRS can access real estate in self-settled trusts, highlighting the limits of asset protection for taxpayers.
Fortify trusts for flexibility.
Those living abroad should understand regulatory standards too.
Individuals who create or own valuable intellectual property face unique challenges in estate planning that traditional strategies may not adequately address....By: Lathrop GPM
Safeguard the integrity of your client's estate plan.
These trusts offer clients the best of both worlds.
Entrepreneurs often form business entities to protect personal assets. However, in 2026, many small business owners mistakenly believe that creating an LLC or corporation guarantee...
Estate Planning for Patent Holders May 14, 2026 For inventors, engineers, entrepreneurs, and business owners, patents are often among the most valuable assets. In addition...
How recent drug, coverage and digital execution changes reshape cash flow, fiduciary structure and protective planning.
Navigating the complexities of the federal oversight, investigations, reporting requirements and challenges of the IRS requires the specialized guidance of an IRS tax lawyer who un...
Help UHNW families navigate a growing estate-planning vulnerability.
Long-term care planning forces families into financial conversations that few feel prepared for. A responsible asset reduction strategy lowers countable resources through legal, et...
This Tax Day, a Windermere estate planning attorney is offering free consultations to help Florida families keep more of what they built. The post Pathway Law Says Stop Letting the...
Serve clients effectively while reducing malpractice, ethics and reputational risk.
Planning Ahead Makes Education Goals More Achievable The cost of education continues to rise, and many families worry about how they will pay for school without creating financial...
Building a more durable framework for the future.
Bryn Mawr Trust's Jamie Hopkins breaks down the complex giving strategy known as SLATs.
People know that they need to design an Estate Plan, but often look for shortcuts. Those shortcuts come in various forms, from “do-it-yourself” Wills purchased at an office supply...
Its mission is to protect shareholders from the full brunt of falling stock markets - while providing them with long-term positive returns.
With a federal estate tax rate of 40%, estate planning conversations often start and stop with the relatively high federal exemption (currently $15 million for individuals and $30...
Planning challenges and opportunities for married couples
Planning challenges and opportunities for married couples
A $15 million federal exemption won't stop your home state or the IRS from demanding a massive cut of what you've spent a lifetime building. Even... <p>The post Life Insuranc...
Help clients stage the exit right.
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