Intentionally Defective Grantor Trusts (IDGTs) are often highlighted for sophisticated estate-tax and wealth-transfer planning. Yet the same features that make them powerful can also create friction, costs, and constraints you’ll want to understand before moving forward…

Affluent families often look for ways to compound wealth more efficiently, reduce taxes, and pass assets cleanly to heirs. PPLI is one option built for accredited investors…

When you’re securing your family’s future, high-net-worth couples need strategies that trim potential estate taxes without sacrificing flexibility. A Spousal Lifetime Access Trust (SLAT) can do both…

When you start looking at advanced estate strategies, you’ll quickly run into the “Intentionally Defective Grantor Trust,” or IDGT…

Are you looking for a way to fund the causes you love and strengthen your family’s long-term plan?

When you want to protect family assets, ease future taxes, and keep decision-making centralized, a family limited partnership (FLP) can be a powerful building block…

A Spousal Lifetime Access Trust (SLAT) can be a powerful way for high-net-worth couples to reduce future estate taxes while keeping a pathway for the spouse to access funds…

Perpetual trusts—often called dynasty trusts or qualified perpetual trusts—are designed to move assets to your heirs over multiple generations…