News & Resources

Estate planning is meant to create clarity and peace of mind, ensuring your assets are distributed according to your wishes. However, when multiple estate planning tools—Wills, Trusts, property deeds, and beneficiary...

When planning to leave an inheritance, parents often face a big question: how should assets be divided among their children? Let’s say a mother has $3 million she wants to leave to her three children. She has two main...

It’s not uncommon to hear stories of people leaving a single dollar to an estranged child, sibling, or former friend in their will—perhaps as a symbolic snub or to “prove” the omission was intentional. While it may...

When it comes to protecting your wealth, there’s a hard truth that often gets lost in the sales pitch: there is no such thing as guaranteed, fool-proof asset protection. Unless you’re prepared to move your assets to...

A Qualified Domestic Trust, or “QDOT” is a Trust specifically authorized by statute to defer estate taxes for non-citizen spouses, but not every non-citizen spouse needs a QDOT. Basically, every citizen and...