Complex planning becomes more approachable when you understand the principles behind it. Explore videos covering trusts, wealth management, asset protection, and modern estate planning.
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Wyoming vs. South Dakota: Where to Establish a Trust
If you are building a trust for long-term family protection, where you situs that trust is critical. South Dakota and Wyoming are often presented as comparable options. They are not. One offers a longer track record, stronger privacy, and more predictable outcomes when tested over time. Lets get into it. Jurisdiction determines how a trust […]
The 2024 Election and Estate Taxes
We have a really important presidential election coming up in 2024—about 5 months away—and it’s highly relevant to estate tax planning. Let’s go over a few things to keep in mind. Back in 2017, the Tax Cuts and Jobs Act (TCJA) was passed. At that time, you could pass roughly $5.5 million in assets without […]
Privacy in Trust & Estate Planning
It’s really interesting that, in this day and age, we have access to all kinds of information. You can look up almost anything about anybody and find some level of detail. Almost everyone has some sort of internet footprint, whether it’s just their phone number and address—it can all be found online. One of the […]
Make Your Assets Invisible: Why Modern Estate Planning Removes Your Name from Assets
Make Your Assets Invisible: Why Modern Estate Planning Removes Your Name from Assets Privacy is the new currency. This powerful phrase captures a fundamental shift happening in estate planning today. Families with significant assets are discovering that the old approach of holding everything in their personal names creates unnecessary exposure, legal vulnerability, and public visibility […]
How Maximizing Gifts Reduces Estate Tax: Discounted Valuations
Regardless of what your ultimate gifting strategy is—whether you’re gifting assets outright to individuals or gifting assets into irrevocable trusts for purposes of protecting them and furthering estate tax planning—how you do the gifting is so important. You’re hearing a lot of conversations about estate tax right now because, in 18 months, estate tax laws […]
How an Irrevocable Trust Can Get a Step-up in Basis
You often hear estate planning and wealth management discussed as if they are separate. Attorneys draft documents, and financial professionals manage assets. In practice, those disciplines rarely come together in a coordinated way. That disconnect is one of the most common reasons family wealth is not preserved or maximized over time. When structure and strategy […]
Every Business Owner Should Consider Estate Tax Planning Before Selling a Business
https://www.youtube.com/vU8IvaMsd45g If you’re in your 20s, 90s, or somewhere in between and know that you have a liquidity event on the horizon, you need to start thinking about your estate plan now to be able to shield assets effectively. I have quite a few videos focused on the changes in estate tax set to go […]
Delaware vs. South Dakota: Where to Establish a Trust?
If you are building a trust for long term family protection, where you situs that trust is critical. Delaware is often treated as the default choice. But default does not always mean optimal. Some jurisdictions are designed to resolve disputes after they arise, while others are built to prevent them in the first place. That […]
Avoid Probate and Ensure Privacy from the Government, Creditors, and Family
To avoid probate, they didn’t use a revocable living trust or any other trust planning—they just relied on a will. If they had used some type of trust planning, they could have completely avoided that. One of the things I love most about trust planning is the aspect of privacy. However, it’s important to keep […]
Whether you’re evaluating an existing estate plan or exploring sophisticated planning strategies for the first time, we’d welcome the opportunity to discuss your family’s long-term objectives.
