Introduction: The Phone Call That Changed Everything Early in my career as an estate planning attorney, I believed my job...
Read moreDetailsThe Day My "Perfect" Plan Died For the first decade of my career as an estate planning attorney, I believed...
Read moreDetailsSection 1: The Inheritance Tax Landscape: A Tale of Two Taxes The transfer of wealth from one generation to the...
Read moreDetailsIntroduction: The Phone Call I'll Never Forget I’ve been a financial advisor for over fifteen years. In that time, I’ve...
Read moreDetailsPart I: The Groundwork of Your Fortress Section 1: My Personal Brush with the "Inheritance Tax Ghost" I remember the...
Read moreDetailsIntroduction: The Day I Built a House of Cards I still remember the smell of stale coffee in the conference...
Read moreDetailsThe Day the "Simple" Plan Shattered My Illusions Early in my career as an attorney, I sat across from a...
Read moreDetailsIn a Nutshell: The Ecosystem Framework for Irrevocable Trusts For those seeking immediate clarity, this report challenges the conventional view...
Read moreDetailsPart I: Foundational Principles of Beneficiary Designation The decision to name a trust as a beneficiary of an asset, such...
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