Generational Wealth through Adoption and Dynasty Trusts
Since a dynasty trust is mainly used to create a lasting financial legacy for multiple generations, it can be structured to provide for your descendants. This is a common strategy […]
Successful Dynasty Trusts in History: The Rockefeller Family
Dynasty trusts have played a crucial role in preserving wealth and fostering a lasting financial legacy for many affluent families throughout history. One excellent example is the Rockefeller family, whose […]
What Is a Dynasty Trust and Why Should You Consider One?
If you have significant wealth, one of the best ways to protect your family and transfer your wealth is through a dynasty trust. However, setting one up requires considerable financial […]
If You Own Any of These Assets, You Need to Watch Their Value
As we begin 2024, it is crucial to review estate planning goals and strategies that may be affected by changes in the federal estate tax exemption law. At the end […]
Case Study: How Concerned Should You Be about Estate Tax Issues?
If you have significant wealth, you may be exposed to future estate tax burdens that must be acted on before the Tax Cuts and Jobs Act reduces the estate tax exemption […]
The Countdown Begins: Will We Keep the $13.6 Million Estate Tax Exemption?
The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation. The Tax Cuts and Jobs Act (TCJA) in 2017 significantly increased the federal estate […]
Cultivate and Build New Relationships Through Networking
In addition to being considered the month of love, February is International Networking Month. In today’s world, developing new relationships with people is truly important. Our social and professional interactions […]
Third-Party Waivers and Why We Sometimes Need Them
As your trusted estate planning attorney, if we do not have an immediate answer or solution for you, we can often get one by contacting another attorney or advisor who […]
Love Is in the Air: Have You Protected Your Loved Ones?
Valentine’s Day is approaching, when many people express just how much their loved ones mean to them by giving gifts and cards. But this year, you could try something different […]
Do Not Become a Statistic
Estate planning is important for everyone. It is about protecting yourself, your loved ones, and your hard-earned money (even if you do not have a lot of it). However, the […]