ARTICLES
The Benefits of a Split Interest Income Trust for High-Income Individuals
A split interest income trust might be a significant financial tool for: Those with substantial income, Those selling high-value assets,...
Navigating the Sequence of Returns Risk in Retirement Planning
The Challenge of Retiring in a Down Market Retiring during a market downturn presents unique challenges, often requiring meticulous...
Modern Approaches to Modifying Irrevocable Trusts
The Mythos of Irrevocability Despite prevailing assumptions, an irrevocable trust, often regarded as fixed and unchangeable after its...
Addressing the Rising Challenge of Elder Abuse in an Aging SocietyÂ
The Growing Prevalence of Elder Abuse In our rapidly aging society, elder abuse is becoming an increasingly significant concern....
Corporate Transparency Act: Implications for Closely Held Businesses and Estate Planning EntitiesÂ
If you own an entity, be it a trust, LLC, S Corporation, regular corporation, or limited partnership you are now responsible for a new...
Enterprise Risk
Businesses across America have enterprise risk in spades, and the need for business interruption policies to cover these types of events...