Strengthening Estate and Asset Protection Planning Through LLC Design Limited liability companies are often viewed as straightforward holding vehicles, but their governing documents can play a critical role in ...
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Planning in a Changing Environment: Key Considerations for Advisors Estate planning in today’s environment is no longer driven by a single objective. High exemption amounts, shifting income tax priorities, as...
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Navigating Complexity in Modern Estate Planning Estate planning continues to grow more complex as tax rules evolve, client situations become more nuanced, and technology reshapes how advisors work. In this wide...
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Year-End Planning in a Changing Environment Estate planning in 2025 demands more than routine document updates. With volatile markets, transformative tax legislation, and evolving planning techniques, advisors ...
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Estate Planning with Intention Estate planning is about more than documents and technical strategies. Effective planning requires understanding how families communicate, make decisions, and define long-term pri...
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Shifting Priorities After OBBBA The One Big Beautiful Bill Act (OBBBA) has reshaped estate planning in ways that go far beyond raising the federal estate and gift tax exemption to $15 million per person. With e...
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Why Wellness Matters in Estate Planning The pressures of estate planning can be relentless, long hours, complex cases, and constant responsibility often leave professionals vulnerable to stress, burnout, and di...
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A New Focus in Estate Planning The One Big Beautiful Bill Act (OBBBA) has permanently raised the federal estate and gift tax exemption to $15 million per person starting in 2026, reshaping the landscape of esta...
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New Ground in Asset Protection: What In Re CES 2007 Trust Means for Planners A recent Delaware court decision may mark a turning point for domestic asset protection planning. In In Re CES 2007 Trust, a self-set...
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