
Does An Irrevocable Trust Protect Assets From Sanctions?
Does An Irrevocable Trust Protect Assets From Sanctions? Alisher Ushmanov Yacht, $600M Dilbar, Seized… But Is He Worried? You would think that when the Alisher

Spanos Family Trust Dispute: Be Careful Who You Choose As Successor Trustee
Chargers owner Dean Spanos, also the team’s chairman, is being sued by family members who have accused him of inappropriately diverting funds away from the

Surfing The Wealth Transfer Wave
The start of 2022 marks another step toward the largest intergenerational transfer of wealth the United States has ever seen. For years economists and wealth

How To Lock In Crypto Or Stock Market Gains Without Being Wiped Out By The IRS
One of the most common questions we have been asked by our clients during 2021 is what to do about unrealized gains. With rising stock

Is It Time To Review Your Estate Plan?
While you may have your executed estate planning documents in place, it is crucial to review those documents and their contents at various points in

6 Reasons To Create An Advance Health Care Directive Regardless Of Your Age
An Advance Health Care Directive is a document which allows an individual to appoint one or more medical decision makers to assist should they ever