Blog
Successful Dynasty Trusts in History: The Rockefeller Family
Dynasty trusts have played a crucial role in preserving wealth and fostering a lasting financial legacy for many affluent families throughout history. One excellent example is the Rockefeller family, whose strategic use of dynasty [...]
What Is a Dynasty Trust? Should You Consider One?
If you have significant wealth, one of the best ways to protect your family and transfer your wealth is through a dynasty trust. However, setting one up requires considerable financial and estate planning knowledge. [...]
Love Is in the Air: Have You Protected Your Loved Ones?
Valentine’s Day is approaching and many people express just how much their loved ones mean to them by giving gifts and cards. But this year you could try something different to show your love: think [...]
Case Study: How Concerned Should You Be about Estate Tax Issues?
If you have significant wealth, you may be exposed to future estate tax burdens that must be acted on before the Tax Cuts and Jobs Act reduces the estate tax exemption in 2026. Developing and [...]
If You Own Any of These Assets, You Need to Watch Their Value
As we begin 2024, it is crucial to review estate planning goals and strategies that may be affected by changes in the federal estate tax exemption law. At the end of 2025, the Tax Cuts [...]
Who Will Care for Your Pet?
If you have a severe illness or accident or pass away, who will you trust to look after your pet? There are many ways to ensure your pet continues to have a loving home. [...]