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The Rockefeller Dynasty Trust: A Blueprint for Lasting Legacy and Generational Wealth
Introduction When we think of generational wealth and legacy, few names stand out like the Rockefeller family. Their...
Handling a Loved One’s Debts After They Die
Many Americans anticipate carrying debt for life, with nearly half expecting to pass away still owing money. But what...
Estate Planning for Newlyweds: Building Your Future Together
Marriage marks the beginning of a new journey, and as you merge your lives, it’s the perfect time to establish an...
Estate Planning for Newlyweds
As you embark on the exciting journey of married life, now is an ideal time to consider creating an estate plan....
5 Common Mistakes to Avoid When Including Pets in Your Estate Plan
Including your pets in your estate plan is a thoughtful way to ensure their well-being after you pass away. However,...
IRS Announces Increased Gift and Estate Tax Exemption Amounts for 2025
The IRS has revealed that, starting in 2025, inflation adjustments will bring significant increases to the annual gift...
Why Cinderella’s Father Should Have Had an Estate Plan
Many of us are familiar with the story of Cinderella. Central to the story is the relationship between Cinderella and...
If My Will Is Filed with the Court, Will It Go through Probate?
The impact of a loved one passing is intensely personal. That may be one reason so many people are concerned about the...
Inheriting Wealth: What It Means to Be a Beneficiary
What to Know About Receiving an Inheritance The passing of a loved one is a difficult experience. That can make the...
How Can You Move Assets to Future Generations With the Least Tax?
Important note: All exemption amounts mentioned in this article apply to U.S. citizens only and were current as of...
Estate Planning 101: Wills vs. Trusts
The Basics of Estate Planning: Understanding Wills and Trusts Two of the most fundamental estate planning instruments...
4 Types of International Estate Planning
International Considerations in Estate Planning International estate planning issues are not rare these days. They...
Planning to Move to the United States? Important Estate Planning Considerations.
If you’re not a U.S. citizen but are planning to relocate to the United States on a permanent basis, you need to...
9 Key Financial and Estate Planning Steps After Your Spouse Dies
When your spouse passes away, the impact on your life is dramatic. Unfortunately, dealing with the pain of loss is not...
Questions to Ask When Choosing Personal Care Decision Makers
Even a well-crafted plan needs the right people to put it into action. Among the vital information that must be...
Questions to Ask When Hiring a Fiduciary, Part 1: Financial Decision Makers
An estate plan must contain enough information to complete three goals: It must explain how you want your assets...
Non-Grantor Trusts and Income Taxes
Trusts are some of the most useful tools available to help you build a legacy of wealth and protect assets. In...
How to Protect Your Great Ideas or Works for Your Family
When most people think of estate planning, they think about tax issues, trusts, and passing along assets like...
