News & Resources

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...

When it comes to retirement accounts and estate planning, trusts can play a major role in how funds are managed, distributed, and taxed. But not all trusts are treated the same—especially when they’re named as...

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...