Blog

Explore advanced strategies for intergenerational wealth transfer, including trusts, tax planning, and protecting family legacies.

Compare individual and joint trusts to understand asset protection, tax benefits, and which is best for your estate plan.

Learn estate planning strategies for financial advisors, including SLATs, BDITs, and valuation discounts to reduce taxes.

Understand Connelly v. United States and how it changes estate tax treatment of life insurance in buy-sell agreements.