Tax Strategy &
Wealth Preservation Insights
Practical, specific guidance for business owners, attorneys, and physicians navigating complex tax and wealth planning decisions.
What the 2026 Estate Tax Exemption Sunset Means for Business Owners
The TCJA estate and gift tax exemption is scheduled to be cut roughly in half after 2025. A comprehensive guide for…
How to Build an Effective Annual Exclusion Gifting Strategy
The annual gift tax exclusion is one of the simplest and most underutilized estate planning tools available. Here i…
Business Succession Planning: Why Tax Strategy Has to Come First
Most business succession plans fail not because of bad legal documents but because no one modeled the tax impact be…
Charitable Remainder Trusts and Estate Planning: When Philanthropy and Tax Efficiency Align
Charitable remainder trusts can reduce estate taxes, defer capital gains, and provide an income stream — all at onc…
Estate Planning Before a Liquidity Event: What Business Owners Must Do Before the Sale Closes
Selling a business or other major asset creates a once-in-a-lifetime estate planning opportunity — but only if the …
Estate Planning After Divorce and Remarriage: What Changes and What Needs to Be Fixed
Divorce and remarriage create significant estate planning problems — many of which go unaddressed for years. Here i…
The 7 Most Expensive Estate Planning Mistakes High-Net-Worth Families Make
Advanced estate planning is complex and the mistakes are costly. A detailed guide to the seven errors we see most o…
Estate Planning for Clients with Real Estate, LLCs, and Closely Held Businesses
Complex asset structures require coordinated estate planning. A comprehensive guide for real estate investors and b…
Tax Coordination for the Family Office: Managing Complexity Across Generations
Family offices face tax coordination challenges that span multiple generations, multiple entities, and multiple adv…
Generation-Skipping Transfer Tax: What It Is and How to Plan Around It
The generation-skipping transfer tax is a second layer of tax on wealth transfers to grandchildren and more remote …
Grantor Trusts: The Tax Planning Tool That Powers Most Advanced Estate Strategies
Grantor trust status is at the heart of most sophisticated estate planning. A comprehensive guide to what grantor t…
How Trust Planning Affects Your 1041, 709, and 1040 Returns
Estate planning strategies create specific tax reporting obligations across multiple forms. Here is what business o…
A Practical Guide to Irrevocable Trust Tax Reporting
Irrevocable trusts create ongoing tax reporting obligations far beyond the initial gift tax return. A comprehensive…
Private Placement Life Insurance and Advanced Estate Planning
Private placement life insurance is increasingly used in advanced estate planning for high-net-worth families. Here…
Qualified Opportunity Zones and Estate Planning: What High-Net-Worth Investors Need to Know
Qualified Opportunity Zone investments offer capital gains deferral and potential exclusion. Here is how OZ investm…
A Guide to Estate Planning for Real Estate Investors
Real estate portfolios create unique estate planning challenges around basis, liquidity, valuation, and entity stru…
When a Revocable Trust Does Nothing for Estate Tax Planning
Revocable trusts are widely used — and widely misunderstood. Here is what they do well, what they do not do, and wh…
SLATs Explained: The Estate Planning Strategy High-Net-Worth Couples Should Understand
A Spousal Lifetime Access Trust allows married couples to remove assets from their taxable estate while maintaining…
What Wealthy Families Get Wrong When Gifting Assets
Gifting assets to heirs or trusts is one of the most powerful estate planning tools available — and one of the most…
Why Your CPA — Not Your Attorney — Should Lead Your Estate Planning Coordination
Estate attorneys are essential. But for ongoing coordination of trust administration, tax reporting, and implementa…