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The technique allows wealthier clients to obtain a favorable basis adjustment
Drafting for flexibility is key
Starting July 1, 2026, Florida lets a single LLC wall off every property, fund, and venture inside one entity, and it is being marketed as the biggest asset-protection upgrade in y...
Trust protectors can help protect against irresponsible trustees and other dicey situations that could put grantors' wishes at risk, estate lawyers say.
What actually happens to your kids’ financial future if something goes sideways tomorrow? Decades of wealth-building — and most parents never put real protection in place. Inherita...
Private Placement Life Insurance is a key aspect of a plan that transforms taxable wealth into a disciplined, enduring structure for sustaining wealth across generations.
From my limited ability to self research, it looks like a Tontine would not be a viable option for my partner and I, as we have a significant enough age gap.
Retrofitting clients’ estate planning to make Medicaid work in 2026
The hope is married asap, but my partner is still finalizing divorce in Germany. It’s finalized in the US already. We’re looking at buying a home with an SCI now, too.
Long-term real estate owners can protect family wealth and simplify future property transfers through careful estate planning. Clear documentation, updated ownership arrangements,...
For the better part of a decade, every estate planning conversation my colleagues had with a high-net-worth family started with the same clock: the 2017 Tax Cuts and Jobs Act exemp...
Understanding the practical issues and corresponding legal requirements.
An essential planning tool for high-net-worth families
A signed trust or will can appear complete on paper, but paperwork alone does not guarantee the protections will work as intended.Families often discover too late that accounts wer...
Helping families understand the tradeoffs.
Buying a home is a major financial and personal milestone. After closing, most new owners focus on moving in, getting settled, and starting on their mortgage payments. Estate plann...
TOD and POD designations may be better planning solutions
Seven avoidable structuring errors are quietly eroding the wealth incorporated clients think they're protecting
Many investment advisor firm owners spend decades building trusted client relationships but wait too long to develop a formal succession strategy. Planning what happens in case of...
The Hidden Gender Gap in Estate Planning and How Women Can Close It Estate planning isn’t just about documents—it’s about protecting yourself, your family, and your future. But res...
Shiba: Don’t let inheritance issues put you off living here, remember you can’t take it with you and as a very wise French friend once told me, none of us owns what we consider ou...
Planning is too important for “set it and forget it.”
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