Blog Articles

Use A Dynasty Trust to Protect Your Wealth

Movie scenes where a deceased tycoon’s will is read to a roomful of shocked and bitter relatives make for great drama, but drama is the last thing anyone wants, when seeking to preserve an estate for future generations.

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The SECURE Act and Your Retirement

While most of us had stockings and menorahs on our minds, President Trump on Dec. 20 signed the Secure Act that makes the most significant changes in retirement accounts we’ve seen in years.

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How Do I Disinherit My Family?

Properly disinheriting another person is a science, not an art. You should follow formal legal guidelines, instead of assuming what you think is logical will work once your estate is administered.

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