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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Discussion on the legal strategies, trust structures, and tax considerations that inform how the firm approaches advanced estate planning for every client.
What You Should Name Your Trust?! – Two Important Considerations
Attorney Stuart Green explains why it is important to name your trust correctly and the implications of what can happen if you don’t. This video covers two key considerations to keep in mind
Will vs Living Trust: Know the Difference
Attorney Stuart Green talks about Wills, Living Trust, and how you are better served having both. Living Trust or Revocable Living Trust are a great way to avoid probate and help pass on assets, however this is needed in conjunction with a Will to most effectively plan for the future.
New President, New Estate Tax Rules?
In the United States, the 2024 presidential election has concluded, and Donald Trump has been named the next President. This outcome has reignited discussions around the estate tax, a topic that gained significant attention leading up to the election. With this new administration, there’s a clearer sense of the direction estate tax laws might take. […]
Don’t Use an Irrevocable Trust Without This One Thing
A question I often get is about the difference between a revocable trust and an irrevocable trust. Once I explain it, people sometimes hesitate about irrevocable trust planning. Generally, you’d use an irrevocable trust for asset protection, estate tax planning, or wealth transfer purposes. Today, we’re going to discuss how to make an irrevocable trust […]
New 2025 Gift and Estate Tax Limits
In a recent video, I covered updates from the Treasury regarding the 2025 estate tax exemptions, but today, I want to dive into updates on the 2025 gift tax exemptions and discuss how the estate and gift taxes work together. Let’s break this down. The Treasury currently allows you to pass assets, up to a […]
2024 Presidential Election: The Impact to Estate Taxes is Significant
In October 2024, we’re now less than a month away from the next presidential election in the U.S., and it’s important to understand the estate tax implications related to this election. The key takeaway regarding estate tax for 2024 is that there are significant changes on the horizon, regardless of the election’s outcome. Effective January […]
2025 Estate Tax Law Changes
A lot of my recent videos have been focused on changes to tax laws scheduled for January 2026, but there are also some tax updates coming in 2025. While upcoming changes to estate tax laws in 2026 are a big focus, recent updates from the Treasury about estate and gift taxes will impact 2025 as […]
The Best Type of Asset Protection Trust Available: Hybrid Domestic Asset Protection Trust
This Transcript was auto-populated. 00:00:00 so recently I’ve released a series of videos that discuss the best trust jurisdictions in the United States for 2024 we even drilled down on a few topics that make up the reasons why that these trusts are considered the best in the US one of the things that we […]
How To Select a Trustee When Creating a Trust
This Transcript was auto-populated. 00:00:00 so one of the questions that I get often related to trust planning is who should serve as a trustee of the trust and the very short answer is someone who’s qualified so let’s talk about what that actually means and what that can look like so let’s get into […]
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.
