My Blog

Oct 274 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

Aug 192 min read

Winning an Olympic Medal? Don't Forget the IRS!

Bringing home a medal means bringing the IRS a win.

Aug 32 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...

Mar 134 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...

Feb 272 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.

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...

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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