The past few years have been quite busy in the financial and wealth planning world. With the federal transfer tax exemptions currently at $11.7 million1, many clients have considered making gifts for future generations utilizing a variety of structures. The primary focus is on trusts and the options available in that arena. Trusts can be extremely effective estate planning vehicles that can...

This is the first blog in a two-part series that focuses on the impact of choosing your state of residency Read part 2: Choosing your state of residency: understanding community property and separate property Three considerations for establishing your new domicile There are many factors that prompt people to move to a different state—for example, a more temperate climate or a desire to be...

On September 13, 2021, the House Ways and Means Committee introduced their proposals for tax legislation to help pay for the Build Back Better Act. These provisions are still in their preliminary form, and there are likely to be changes as the House of Representatives and Senate negotiate its terms. However, there is a provision in the current draft that could create inclusion of some or all of...

On September 13, 2021, the House Ways and Means Committee introduced their proposals for tax legislation to help pay for the Build Back Better Act. These provisions are still in their preliminary form and there is likely to be much negotiation in the House of Representatives and Senate before anything can be finalized. However, it is important to understand the proposals so any necessary...

This is the fifth blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read...

This is the fourth blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read part...

This is the third blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 4: Protecting those you love: personal safety risk Read part...

This is the second blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 3: Protecting what you have built: household, liability and online risk Read part 4: Protecting those you love: personal safety...

This is the first blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read part 4: Protecting those you love: personal safety risk...

Historically, high federal gift and generation-skipping transfer tax exemptions may make large gifts into trusts seem like a good idea. But it is not as simple as just deciding to make a gift. In fact, there are many considerations that go in to designing an effective trust, and clients often wonder where to start. Below are the building blocks that often go into designing a trust that works...

Are you curious about crypto?  There’s been a tremendous amount of hype about how cryptocurrencies are the “next big thing” in the digital revolution, and how they have the potential to transform not just traditional financial services, but also other industries.  A number of high-profile celebrities have endorsed both cryptocurrencies and crypto companies. There are also...

The past few years have been quite busy in the financial and wealth planning world. With the federal transfer tax exemptions currently at $11.7 million1, many clients have considered making gifts for future generations utilizing a variety of structures. The primary focus is on trusts and the options available in that arena. Trusts can be extremely effective estate planning vehicles that can...

This is the first blog in a two-part series that focuses on the impact of choosing your state of residency Read part 2: Choosing your state of residency: understanding community property and separate property Three considerations for establishing your new domicile There are many factors that prompt people to move to a different state—for example, a more temperate climate or a desire to be...

On September 13, 2021, the House Ways and Means Committee introduced their proposals for tax legislation to help pay for the Build Back Better Act. These provisions are still in their preliminary form, and there are likely to be changes as the House of Representatives and Senate negotiate its terms. However, there is a provision in the current draft that could create inclusion of some or all of...

On September 13, 2021, the House Ways and Means Committee introduced their proposals for tax legislation to help pay for the Build Back Better Act. These provisions are still in their preliminary form and there is likely to be much negotiation in the House of Representatives and Senate before anything can be finalized. However, it is important to understand the proposals so any necessary...

This is the fifth blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read...

This is the fourth blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read part...

This is the third blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 4: Protecting those you love: personal safety risk Read part...

This is the second blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 3: Protecting what you have built: household, liability and online risk Read part 4: Protecting those you love: personal safety...

This is the first blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read part 4: Protecting those you love: personal safety risk...

Historically, high federal gift and generation-skipping transfer tax exemptions may make large gifts into trusts seem like a good idea. But it is not as simple as just deciding to make a gift. In fact, there are many considerations that go in to designing an effective trust, and clients often wonder where to start. Below are the building blocks that often go into designing a trust that works...

Are you curious about crypto?  There’s been a tremendous amount of hype about how cryptocurrencies are the “next big thing” in the digital revolution, and how they have the potential to transform not just traditional financial services, but also other industries.  A number of high-profile celebrities have endorsed both cryptocurrencies and crypto companies. There are also...

The past few years have been quite busy in the financial and wealth planning world. With the federal transfer tax exemptions currently at $11.7 million1, many clients have considered making gifts for future generations utilizing a variety of structures. The primary focus is on trusts and the options available in that arena. Trusts can be extremely effective estate planning vehicles that can...

This is the first blog in a two-part series that focuses on the impact of choosing your state of residency Read part 2: Choosing your state of residency: understanding community property and separate property Three considerations for establishing your new domicile There are many factors that prompt people to move to a different state—for example, a more temperate climate or a desire to be...

On September 13, 2021, the House Ways and Means Committee introduced their proposals for tax legislation to help pay for the Build Back Better Act. These provisions are still in their preliminary form, and there are likely to be changes as the House of Representatives and Senate negotiate its terms. However, there is a provision in the current draft that could create inclusion of some or all of...

On September 13, 2021, the House Ways and Means Committee introduced their proposals for tax legislation to help pay for the Build Back Better Act. These provisions are still in their preliminary form and there is likely to be much negotiation in the House of Representatives and Senate before anything can be finalized. However, it is important to understand the proposals so any necessary...

This is the fifth blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read...

This is the fourth blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read part...

This is the third blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 4: Protecting those you love: personal safety risk Read part...

This is the second blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 3: Protecting what you have built: household, liability and online risk Read part 4: Protecting those you love: personal safety...

This is the first blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read part 4: Protecting those you love: personal safety risk...

Historically, high federal gift and generation-skipping transfer tax exemptions may make large gifts into trusts seem like a good idea. But it is not as simple as just deciding to make a gift. In fact, there are many considerations that go in to designing an effective trust, and clients often wonder where to start. Below are the building blocks that often go into designing a trust that works...

Are you curious about crypto?  There’s been a tremendous amount of hype about how cryptocurrencies are the “next big thing” in the digital revolution, and how they have the potential to transform not just traditional financial services, but also other industries.  A number of high-profile celebrities have endorsed both cryptocurrencies and crypto companies. There are also...

The past few years have been quite busy in the financial and wealth planning world. With the federal transfer tax exemptions currently at $11.7 million1, many clients have considered making gifts for future generations utilizing a variety of structures. The primary focus is on trusts and the options available in that arena. Trusts can be extremely effective estate planning vehicles that can...

This is the first blog in a two-part series that focuses on the impact of choosing your state of residency Read part 2: Choosing your state of residency: understanding community property and separate property Three considerations for establishing your new domicile There are many factors that prompt people to move to a different state—for example, a more temperate climate or a desire to be...

On September 13, 2021, the House Ways and Means Committee introduced their proposals for tax legislation to help pay for the Build Back Better Act. These provisions are still in their preliminary form, and there are likely to be changes as the House of Representatives and Senate negotiate its terms. However, there is a provision in the current draft that could create inclusion of some or all of...

On September 13, 2021, the House Ways and Means Committee introduced their proposals for tax legislation to help pay for the Build Back Better Act. These provisions are still in their preliminary form and there is likely to be much negotiation in the House of Representatives and Senate before anything can be finalized. However, it is important to understand the proposals so any necessary...

This is the fifth blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read...

This is the fourth blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read part...

This is the third blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 4: Protecting those you love: personal safety risk Read part...

This is the second blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 3: Protecting what you have built: household, liability and online risk Read part 4: Protecting those you love: personal safety...

This is the first blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read part 4: Protecting those you love: personal safety risk...

Historically, high federal gift and generation-skipping transfer tax exemptions may make large gifts into trusts seem like a good idea. But it is not as simple as just deciding to make a gift. In fact, there are many considerations that go in to designing an effective trust, and clients often wonder where to start. Below are the building blocks that often go into designing a trust that works...

Are you curious about crypto?  There’s been a tremendous amount of hype about how cryptocurrencies are the “next big thing” in the digital revolution, and how they have the potential to transform not just traditional financial services, but also other industries.  A number of high-profile celebrities have endorsed both cryptocurrencies and crypto companies. There are also...

The past few years have been quite busy in the financial and wealth planning world. With the federal transfer tax exemptions currently at $11.7 million1, many clients have considered making gifts for future generations utilizing a variety of structures. The primary focus is on trusts and the options available in that arena. Trusts can be extremely effective estate planning vehicles that can...

This is the first blog in a two-part series that focuses on the impact of choosing your state of residency Read part 2: Choosing your state of residency: understanding community property and separate property Three considerations for establishing your new domicile There are many factors that prompt people to move to a different state—for example, a more temperate climate or a desire to be...

On September 13, 2021, the House Ways and Means Committee introduced their proposals for tax legislation to help pay for the Build Back Better Act. These provisions are still in their preliminary form, and there are likely to be changes as the House of Representatives and Senate negotiate its terms. However, there is a provision in the current draft that could create inclusion of some or all of...

On September 13, 2021, the House Ways and Means Committee introduced their proposals for tax legislation to help pay for the Build Back Better Act. These provisions are still in their preliminary form and there is likely to be much negotiation in the House of Representatives and Senate before anything can be finalized. However, it is important to understand the proposals so any necessary...

This is the fifth blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read...

This is the fourth blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read part...

This is the third blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 4: Protecting those you love: personal safety risk Read part...

This is the second blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 3: Protecting what you have built: household, liability and online risk Read part 4: Protecting those you love: personal safety...

This is the first blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read part 4: Protecting those you love: personal safety risk...

Historically, high federal gift and generation-skipping transfer tax exemptions may make large gifts into trusts seem like a good idea. But it is not as simple as just deciding to make a gift. In fact, there are many considerations that go in to designing an effective trust, and clients often wonder where to start. Below are the building blocks that often go into designing a trust that works...

Are you curious about crypto?  There’s been a tremendous amount of hype about how cryptocurrencies are the “next big thing” in the digital revolution, and how they have the potential to transform not just traditional financial services, but also other industries.  A number of high-profile celebrities have endorsed both cryptocurrencies and crypto companies. There are also...

The past few years have been quite busy in the financial and wealth planning world. With the federal transfer tax exemptions currently at $11.7 million1, many clients have considered making gifts for future generations utilizing a variety of structures. The primary focus is on trusts and the options available in that arena. Trusts can be extremely effective estate planning vehicles that can...

This is the first blog in a two-part series that focuses on the impact of choosing your state of residency Read part 2: Choosing your state of residency: understanding community property and separate property Three considerations for establishing your new domicile There are many factors that prompt people to move to a different state—for example, a more temperate climate or a desire to be...

On September 13, 2021, the House Ways and Means Committee introduced their proposals for tax legislation to help pay for the Build Back Better Act. These provisions are still in their preliminary form, and there are likely to be changes as the House of Representatives and Senate negotiate its terms. However, there is a provision in the current draft that could create inclusion of some or all of...

On September 13, 2021, the House Ways and Means Committee introduced their proposals for tax legislation to help pay for the Build Back Better Act. These provisions are still in their preliminary form and there is likely to be much negotiation in the House of Representatives and Senate before anything can be finalized. However, it is important to understand the proposals so any necessary...

This is the fifth blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read...

This is the fourth blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read part...

This is the third blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 4: Protecting those you love: personal safety risk Read part...

This is the second blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 3: Protecting what you have built: household, liability and online risk Read part 4: Protecting those you love: personal safety...

This is the first blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read part 4: Protecting those you love: personal safety risk...

Historically, high federal gift and generation-skipping transfer tax exemptions may make large gifts into trusts seem like a good idea. But it is not as simple as just deciding to make a gift. In fact, there are many considerations that go in to designing an effective trust, and clients often wonder where to start. Below are the building blocks that often go into designing a trust that works...

Are you curious about crypto?  There’s been a tremendous amount of hype about how cryptocurrencies are the “next big thing” in the digital revolution, and how they have the potential to transform not just traditional financial services, but also other industries.  A number of high-profile celebrities have endorsed both cryptocurrencies and crypto companies. There are also...

The past few years have been quite busy in the financial and wealth planning world. With the federal transfer tax exemptions currently at $11.7 million1, many clients have considered making gifts for future generations utilizing a variety of structures. The primary focus is on trusts and the options available in that arena. Trusts can be extremely effective estate planning vehicles that can...

This is the first blog in a two-part series that focuses on the impact of choosing your state of residency Read part 2: Choosing your state of residency: understanding community property and separate property Three considerations for establishing your new domicile There are many factors that prompt people to move to a different state—for example, a more temperate climate or a desire to be...

On September 13, 2021, the House Ways and Means Committee introduced their proposals for tax legislation to help pay for the Build Back Better Act. These provisions are still in their preliminary form, and there are likely to be changes as the House of Representatives and Senate negotiate its terms. However, there is a provision in the current draft that could create inclusion of some or all of...

On September 13, 2021, the House Ways and Means Committee introduced their proposals for tax legislation to help pay for the Build Back Better Act. These provisions are still in their preliminary form and there is likely to be much negotiation in the House of Representatives and Senate before anything can be finalized. However, it is important to understand the proposals so any necessary...

This is the fifth blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read...

This is the fourth blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read part...

This is the third blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 2: Protecting who you are: reputation risk Read part 4: Protecting those you love: personal safety risk Read part...

This is the second blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 1: Protecting your wealth: asset protection Read part 3: Protecting what you have built: household, liability and online risk Read part 4: Protecting those you love: personal safety...

This is the first blog in a five-part series that focuses on preserving wealth for yourself and future generations through sound investment management and thoughtful wealth protection strategies. Read part 2: Protecting who you are: reputation risk Read part 3: Protecting what you have built: household, liability and online risk Read part 4: Protecting those you love: personal safety risk...

Historically, high federal gift and generation-skipping transfer tax exemptions may make large gifts into trusts seem like a good idea. But it is not as simple as just deciding to make a gift. In fact, there are many considerations that go in to designing an effective trust, and clients often wonder where to start. Below are the building blocks that often go into designing a trust that works...

Are you curious about crypto?  There’s been a tremendous amount of hype about how cryptocurrencies are the “next big thing” in the digital revolution, and how they have the potential to transform not just traditional financial services, but also other industries.  A number of high-profile celebrities have endorsed both cryptocurrencies and crypto companies. There are also...