Tax rules are slated for major updates beginning next year. That makes the coming year a useful benchmark for today’s rates…

Looking for ways to cut your family’s tax bill without sacrificing your goals? As wealth grows, so does complexity…

Estate tax isn’t just for billionaires anymore—and by 2026, many more families could be affected…

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…

Social Security is a cornerstone of most retirement plans…

For affluent households, estate planning is more than deciding “who gets what.” It’s about limiting taxes, protecting beneficiaries, and shaping a legacy that lasts…

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