Many affluent families believe they’ve avoided probate and secured their legacy by relying on TODs (Transfer on Death designations), PODs (Payable on Death instructions), joint accounts, and beneficiary forms....
Selling your business should be the culmination of decades of work—the moment you and your family finally realize the reward of everything you’ve built. Unfortunately, many owners fall victim to...
Discover why 50/50 business partnerships often fail and how to protect your company, profits, and relationships from the equal equity trap....
Private equity executives face a unique challenge in estate planning: complexity without clarity. Your wealth isn’t held in simple bank accounts—it’s tied up in carried interest, fund agreements, deferred compensation,...
Think “My spouse gets everything” is enough? Think again. Learn why this common estate planning myth puts your legacy—and your children—at risk. Discover how real planning protects your wealth beyond...
Avoid probate, conflict, and costly legal mistakes with the right estate planning attorney. Discover 10 must-ask questions to protect your legacy, family, and business from generic wills and failed plans....
When your business partner dies, their spouse could inherit half the company—leaving you with a nightmare scenario. Learn how buy-sell agreements and strategic planning can protect your family business from...
A Trust Protector is the failsafe your estate plan needs. Learn how this powerful role can prevent trustee mismanagement, protect family unity, and adapt your trust when life throws a...
Trust isn’t a strategy. When investing or running a business with family or friends, it’s critical to have a legal plan—not just good intentions. Learn how to avoid the mistakes...
Married to a non-U.S. citizen? Your estate plan could be missing critical protections—leaving your spouse exposed to massive taxes and your legacy at risk. Learn how proper legal planning can...
