If you have significant wealth, one of the best ways to protect your family and transfer your wealth is through a dynasty trust.
On Valentine’s Day this year, you could try something different to show your love: Think about your estate plan and how you can protect and provide for your loved ones.
If you have significant wealth, you may be exposed to future estate tax burdens that must be acted on before the Tax Cuts and Jobs Act reduces the estate tax exemption in 2026.
The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation.
The Corporate Transparency Act is designed to increase enforcement and prevention of financial crimes by promoting transparency in business entity structures and ownership.
The reality is that a trust fund kid does not necessarily live a life filled with lavish trips, designer clothes, and expensive cars — they are simply a young beneficiary of a trust.
Ensure that your legacy is honored and that your loved ones are spared unnecessary difficulties in honoring your life and wishes for the future.
Estate planning is important for everyone – It is about protecting yourself, your loved ones, and your hard-earned money.
Here are the legal tools that should be included in your estate plan and what benefits and protections each legal tool can provide.
The new tax relief bill includes an important change that may affect your estate plan as it relates to the change in Massachusetts estate tax law.