Estate Planning Why Wyoming? Tax and Trust Advantages for Non-Residents Wyoming’s progressive trust and LLC laws offer non-residents significant tax, privacy, and asset protection advantages. Learn how Wyoming’s estate and business planning laws can enhance your family’s legacy and simplify trust administration.
Estate Planning Special Needs Trusts: The Fundamentals Special needs trusts (SNTs) help families provide for loved ones with disabilities while safeguarding eligibility for critical government benefits.
Estate Planning Why State Taxes Matter in Estate Planning On January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to approximately $7 million per person in 2026.
Estate Planning Trusts as IRA Beneficiaries This article examines the critical considerations for selecting a trust as an IRA beneficiary post-Secure Act, including the types of trusts that qualify and the impact on estate planning.
Estate Planning The Sunset is Not Worth Waiting For Estate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts (SLATs), Dynasty Trusts, Annual Gifting, Grantor Retained Annuity Trusts (GRATs), Sale to an Intentionally Defective Grantor Trusts (IDGTs), Charitable Remainder Trusts (CRTs), and Qualified Personal Residence Trusts (QPRTs).
Economic and Market Outlooks On Recent Market Volatility: Recession, Tariffs, and DOGE: Where Is the U.S. Headed?You're not alone if you’re concerned about the economy and your finances. News site headlines and chyrons scrolling across cable TV channels probably aren’t helping,…
Economic and Market Outlooks On Recent Market Volatility: It’s a Supertanker, Not a Jet-SkiRecent market volatility has raised fears of an economic slowdown, but history suggests that the U.S. economy is more like a supertanker than a jet…
Financial Planning 3 Steps to Take You from “High Income” to “High Net Worth”Earning a high salary is only the first step toward lasting financial success. This article provides three essential strategies—financial organization, smart investing, and tax optimization—to…
