A conduit trust was once a powerful tool for passing retirement assets with control and tax deferral — but the SECURE Act changed everything. Today, naming the wrong trust could force a massive IRA payout in just 10 years, creating tax headaches and undermining your estate plan. This article breaks down the difference between conduit and accumulation trusts, reveals who should (and shouldn’t) use them, and explains how to protect your legacy in a post-SECURE world.
As we approach the pivotal year of 2026, high-net-worth couples must navigate the complexities of estate planning with heightened urgency, given the imminent sunset of the Tax Cuts and Jobs Act (TCJA). This legislative change will profoundly reshape the landscape of estate and gift taxes, potentially doubling the tax liability […]
Estate planning for dual-career families and high-net-worth professionals is more critical than ever. From avoiding probate to protecting digital assets and business interests, this blog explores how to create a plan that ensures clarity, privacy, and legacy protection for your loved ones.
If you’ve recently lost a parent or spouse, you’re likely experiencing intense emotions—from grief and loss to confusion and worry, especially if there’s uncertainty about your inheritance. Perhaps you’ve discovered unexpected changes to your parent’s will, or maybe you’ve heard rumors that a sibling or second spouse might unfairly receive […]
In the realm of high-net-worth estate planning, preserving wealth and minimizing tax liabilities are paramount concerns that require sophisticated strategies. The concepts of the Squeeze, Freeze, and Please represent a trio of advanced tactics designed to ensure federal exemption limits are utilized effectively to reduce both estate and gift tax […]