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Category: Estate Planning

Preserving a Legacy: How Dynasty Trusts and Corporate Trustees Can Help Families Build  Wealth  for Generations 

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For many families, wealth represents more than financial success. It reflects years of hard work, sacrifice, and a desire to create opportunities for future generations. As families look beyond their own lifetimes, thoughtful estate planning strategies can help ensure assets are protected and family values are carried forward. A dynasty trust, particularly when paired with the expertise of a corporate trustee, can be … Continued

Planning for an American Expat Life

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Fueled by the advance of technology, flexibility of remote work, continued expansion of global business, and desirable cost of living tradeoffs for retirees, the ranks of American expats continue to swell. Per the U.S. State Department, in 2020, roughly nine million Americans lived abroad, while a 2022 Gallup poll revealed 15% of Americans would like … Continued

Keeping Loans in the Family, Without Getting Burned by the IRS

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With families, lending money can feel easy and natural. When it comes to supporting something as important as a new home purchase or simply helping bridge the gap during a cash-strapped month, many families approach such arrangements informally. But what begins as a casual arrangement can quickly transform into a tax concern or a point … Continued

Looking Forward to 2026: What to Know at Year End ‘25

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Though the year-end fast approaches, it is never too late to review strategic planning opportunities and preview what lies ahead in 2026. With the signing of the One Big Beautiful Bill Act (OBBBA) into law on July 4, 2025, there are some significant changes ahead that augment the tax and estate planning landscape. We encourage … Continued

Beyond Wealth: The Top 7 Priorities of Ultra-High-Net-Worth Families

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Why Lasting Legacies Require More Than Just Financial Success Ultra-high-net-worth (UHNW) families—those with $30 million or more in investable assets—carry both extraordinary opportunities and unique responsibilities. Managing wealth at this level is not solely about returns; it involves safeguarding family harmony, shaping legacy, and aligning resources with values. In my experience, the following seven priorities … Continued

Considerations for a Corporate Trustee Before and After Death

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Estate planning is one of the most important steps an individual can take to ensure that their assets are protected and properly distributed according to their wishes. For some people, appointing a corporate trustee—such as a bank trust department or an independent trust company—can provide significant advantages both during their lifetime and after their death. … Continued

The Sun Didn’t Set After All

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Two of the most crucial steps in a successful financial plan are tax planning and estate planning. And like most important things in life, they are not a “one and done” endeavor but one that requires ongoing review and occasional adjustments to stay on track towards goals. For clients who are likely to have a … Continued

A Family Guide to Aging Parents

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While it is never easy to discuss aging issues with our parents, these conversations are necessary to ensure that our loved ones can live out their final years with as little stress and conflict as possible. Given the complex dynamics between parent and child, it is important to approach the matter delicately as roles begin … Continued

Why Family Meetings Help Estate Planning Goals

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The importance of well-crafted and proactive estate planning documents is widely understood by most families with significant wealth, but arguably an even more important element for successful wealth transfer is how such plans are ultimately interpreted and properly executed by the recipients after one’s passing. One practice that can really help the next generation better … Continued

Raising Wealth-Wise Gen Alpha Kids in a Digital World

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Recently, my two-year-old daughter tapped the screen of a toy expecting it to do something—anything!—instantly. When it didn’t respond, she frowned and moved on, already looking for something else to capture her attention. In that simple moment, I saw the world she’s growing up in: one of instant feedback, endless options, and increasingly invisible value. … Continued

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