2026 Estate Tax Sunset: What You Need to Know
Major changes are coming to estate taxes, and they could drastically impact the wealth you pass to your heirs. With the exemption set to drop in 2026, high-net-worth families could face significant tax liabilities—unless proactive steps are taken now.
Staying Invested Through the Election: Why Staying the Course Matters
Just like sailing a boat through rough seas, managing your investments during election season requires a steady hand. Stay invested. Stay on course. Your future depends on it.
Election Proof Your Estate: Protect What Matters Most
In a world where laws and tax policies are constantly changing, the security of your family’s future can feel uncertain. But with the right plan in place, the legacy you’ve built will continue to support and inspire the generations that follow.
The Value of Corporate Trustees in Estate Planning
A corporate trustee is a financial institution or trust company that serves as the trustee for your estate, providing professional management and oversight.
Precision Tax Planning
In the ever-evolving world of tax law, high-net-worth individuals face significant risks from sudden legislative changes.
The Broken System of Siloed Advice
Discover why integrated private wealth management matters because it breaks down silos for better financial outcomes.
Going Beyond the 1031 Exchange: Innovative Real Estate Tax Strategies
While the 1031 exchange is a well-known method for deferring capital gains taxes in real estate transactions, there are numerous other advanced strategies that can help investors optimize their tax situation and maximize returns.