Planning for a future of unknowns is the goal for everyone when they are crafting an effective estate plan. And when planning for how you want to distribute your assets to your loved ones, estate taxes can significantly impact the wealth you pass on. By considering a...
If the concept of a “trust protector” is new to you, you’re not alone. Up until the 1990s, the role was familiar almost exclusively in the context of offshore trusts established in tax havens, such as Panama or the Cook Islands. Individuals establishing such trusts...
For many folks, trust funding is an alienating concept. Often, when we think of trust funds, we think of privileged socialites flexing their fancy lifestyles, and while this is a reality, it represents only a sliver of the ways trusts are used. Misconceptions like...
Estate planning is a hard topic to talk about, but no matter your age or wealth, it is smart to have a plan in place should the unexpected happen. Basic estate planning starts with a will, which deals not only with your property but with other important decisions, as...
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