Benefits of Spousal Lifetime Access Trusts (SLATs)
SLATs can tax-efficiently transfer significant wealth and provide indirect access to assets during a donor’s lifetime.
Five Ways To Solve the Estate-Tax Trap
These five strategies can help wealthy individuals navigate the estate-tax trap.
Financial “Baby Steps” When Planning to Start a Family
Take advantage of this qualifying event to put your growing family on firm financial footing.
Saving for a Grandchild’s Education Expenses
Lower your taxable estate and transfer significant wealth without paying gift and estate taxes.
End of Life Planning: Are You Good to Go?
Many find that
end-of-life planning eases their burden heading into illness
or old age—and is a gift to loved ones.
Take Advantage of the Estate Exemption Now … Before It’s Gone
Three strategies for cutting estate taxes that wealthy Americans should consider before the law changes in 2025.
Navigating the Complex Terrain of a High-Net-Worth Divorce
Thriving through the divorce process requires making potentially life-altering decisions.
Elder Abuse Affects 1 in 10 Older Adults
Learn the Signs on June 15, World Elder Abuse Awareness Day #WEAAD
Families Can Reverse the Generational Money Curse
The “shirtsleeves to shirtsleeves” in three generations adage may be avoided with family planning and transparent communication.
Grandma and Grandpa May Hold the Key to the American Dream
How to unlock the American Dream for your kids and grandkids.