Blog Digest

Selecting a trustee isn't just about appointing someone you trust—it's about ensuring your estate is protected and your legacy is honored. With careful planning and professional guidance, you can make a confident and informed choice.

As 2025 approaches, family business owners face new financial, legal and operational challenges that require proactive planning to ensure long-term success and smooth transitions.

High net worth planning ensures generational wealth is preserved through strategic estate tools, tax minimization, and clear inheritance guidelines—protecting assets and preventing family disputes across generations.

A poorly structured trust cost actress Hayley Mills her fortune, highlighting the importance of proper estate planning. Nevada’s favorable laws offer powerful tools to protect assets, reduce taxes, and ensure children or heirs receive their inheritance safely and efficiently through well-designed trust structures.

Managing and planning one’s estate sounds like a task reserved for the uber-rich. However, that’s a common, and potentially costly, misconception.

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

Phone and computer passwords, crypto wallets, investment portfolios, mobile banking passcodes and even social media credentials also need a place to go when you die.

Learn how to minimize estate taxes when gifting to grandchildren and secure their future with effective estate planning strategies, such as a 529 account or trust.