The firm focuses on estate and tax planning for multinational families and operates with a relationship-driven ethos.

One of the most confusing topics in the financial planning world is wills, trusts and beneficiaries. Everybody needs to do some basic estate planning.

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make the mistake of believing that having a will or naming beneficiaries is ...

When thoughtfully designed and coordinated with broader financial and family goals, a SLAT can be a cornerstone of ...

As the sun sets on the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows ...

When wealth crosses borders, so do the complexities of estate planning. For ultra-high-net-worth (UHNW) individuals and ...

A comprehensive plan can protect loved ones from legal disputes, minimize estate taxes, and preserve family harmony. Key components of an estate plan include a will, trusts, health care directives, ...

The EncorEstate Plans study assessed four widely used platforms (ChatGPT, Claude, Perplexity, and Google AI Mode) by asking each of them 46 estate planning questions drawn from the most frequent ...

While stock values get the most attention after the Fed cuts rates, they affect trusts, too. Some beneficiaries of entities ...