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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Estate Planning Attorneys: Which One Should I Choose?
So, the last few days I’ve been preparing for some upcoming travels. I’m headed to Florida for a little bit and then I have to go up to Philadelphia. It’s always exciting for me to get out and about, network, meet new people, and connect with new clients. I’m really looking forward to that. In […]
Comprehensive Estate Planning
You can find a variety of statistics online about estate planning, and the one thing that jumps out is that most American citizens do not have estate plans in place. I always focus on this idea of comprehensive estate planning, and even more U.S. citizens don’t have up-to-date, comprehensive estate plans in place. The most […]
The Probate Nightmare
I was recently giving a presentation to a large group of people, and I mentioned at the beginning that I would take questions maybe two or three times throughout the presentation. It was supposed to last an hour, and we were only a few minutes in when I started talking about probate. I mentioned that, […]
Trust Are The Original Crypto!
Cryptocurrency is all the rage right now, as most of us have probably noticed. Turn on the news, and you see it everywhere. I know I get questions about it all the time, whether it’s at a cocktail party, over at a friend’s house, or just in casual conversation. As soon as I tell someone […]
Attorney Reacts to Murdoch’s Netflix Trust Drama
People are drawn to high-profile family disputes, especially when they involve well-known figures and large fortunes. So when the Murdoch trust became the subject of litigation, it was quickly framed as a failure of planning or jurisdiction. That interpretation misses the deeper issue. What you are seeing is not a breakdown of law, but a […]
Nevada vs. South Dakota: Where to Establish a Trust
Jurisdiction shopping is a prudent and often essential strategy for trust settlors and high net worth families, particularly when designing a structure intended to hold and govern wealth for generations. Over the past four decades, two states have emerged as leading domestic trust jurisdictions: South Dakota and Nevada. Both have enacted modern trust statutes that […]
Domestic Asset Protection Trusts” Failure Explained (2026)
Every few months, a new case surfaces and gets framed as a referendum on Domestic Asset Protection Trusts. United States v. Huckaby is already being talked about that way. It shouldn’t be. Before reacting to the headline, it helps to step back and look at how these cases are actually decided. Lets get into it. […]
Skip the Family Office & Trust Company: Do This Instead (2026)
For decades, families were told that once their wealth reached a certain level of complexity, there was only one responsible path forward: build a family office. Structure required infrastructure, and infrastructure required cost. That model still works in certain situations, but it is not the only way to achieve coordination, oversight, and continuity. Modern trust […]
3 Myths About Nevada Trusts Exposed
Nevada is frequently identified as one of the country’s leading trust jurisdictions, but reputation alone does not determine which state provides the strongest framework for long-term planning. Differences in state law can materially affect trust duration, privacy, administration, and the flexibility available to families, making a closer comparison between Nevada and South Dakota important. One […]
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.
