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![Estate Planning Lessons from Matthew Perry: How Trusts Can Protect Your Legacy](https://static.wixstatic.com/media/c3a1ed_f37e1bfade4a438d90152d44d8f79ea4~mv2.jpg/v1/fill/w_204,h_192,fp_0.50_0.50,q_90,enc_auto/c3a1ed_f37e1bfade4a438d90152d44d8f79ea4~mv2.webp)
Adela Iturregui
Oct 27, 20244 min read
Estate Planning Lessons from Matthew Perry: How Trusts Can Protect Your Legacy
In this article, we’ll uncover what Perry's approach to estate planning teaches us about protecting our assets. You don’t have to be a celeb
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![Winning an Olympic Medal? Don't Forget the IRS!](https://static.wixstatic.com/media/c3a1ed_d600286fe134400aa6e17244dd43a0c8~mv2.jpg/v1/fill/w_409,h_307,fp_0.50_0.50,q_90,enc_auto/c3a1ed_d600286fe134400aa6e17244dd43a0c8~mv2.webp)
Adela Iturregui
Aug 19, 20242 min read
Winning an Olympic Medal? Don't Forget the IRS!
Bringing home a medal means bringing the IRS a win.
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![Lessons from Tony Bennet's Estate Battles](https://static.wixstatic.com/media/c3a1ed_cabaeb814c444f7d965d3bb9ded9c80a~mv2.jpeg/v1/fill/w_284,h_180,fp_0.50_0.50,q_90,enc_auto/c3a1ed_cabaeb814c444f7d965d3bb9ded9c80a~mv2.webp)
Adela Iturregui
Aug 3, 20242 min read
Lessons from Tony Bennet's Estate Battles
Tony Bennett’s estate has become the center of a legal dispute involving his children, Antonia and Johanna Bennett, who have filed a...
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![Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.](https://static.wixstatic.com/media/c3a1ed_4ff3236ef55040de8ac5dd966a61a8a3~mv2.jpg/v1/fill/w_409,h_307,fp_0.50_0.50,q_90,enc_auto/c3a1ed_4ff3236ef55040de8ac5dd966a61a8a3~mv2.webp)
Adela Iturregui
Mar 13, 20244 min read
Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.
Another positive impact of the SECURE 2.0 Act. In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the...
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![Foreign Real Property Assets: Challenges and Solutions](https://static.wixstatic.com/media/11062b_b7195e8a4a8448b2a147ec5ef37930aa~mv2.jpg/v1/fill/w_409,h_307,fp_0.50_0.50,q_90,enc_auto/11062b_b7195e8a4a8448b2a147ec5ef37930aa~mv2.webp)
Adela Iturregui
Feb 27, 20242 min read
Foreign Real Property Assets: Challenges and Solutions
Owning real property outside the United States has it's challenges and rewards. Discovery how a US trust and other legal entities can help.
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![Aretha Franklin's Couch Handwritten Will](https://static.wixstatic.com/media/c3a1ed_7f7e4e4c14e747989d1f430b19c2c4bf~mv2.webp/v1/fill/w_409,h_307,al_c,q_90,enc_auto/c3a1ed_7f7e4e4c14e747989d1f430b19c2c4bf~mv2.webp)
Adela Iturregui
Jul 21, 20235 min read
Aretha Franklin's Couch Handwritten Will
Aretha Franklin is the perfect example of why having an attorney can keep your family out of court and out of conflict. The "I can do...
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![The CTA: Does My Trust Need to Be Disclosed?](https://static.wixstatic.com/media/c3a1ed_f0d345a8c2d442cb8243f1df414c9f36~mv2.jpg/v1/fill/w_409,h_307,fp_0.50_0.50,q_90,enc_auto/c3a1ed_f0d345a8c2d442cb8243f1df414c9f36~mv2.webp)
Adela Iturregui
Jun 16, 20232 min read
The CTA: Does My Trust Need to Be Disclosed?
Since a Trust can own a business or a share of a business, Trusts are also involved in the Corporate Transparency Act, but under more...
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