The more you know, the better your plan

If you've worked hard to build substantial wealth, you're probably thinking about how to protect it – not just for yourself, but for your children and grandchildren.

Are you thinking about how best to pass your assets onto your family, friends, or chosen charity? If so, a Nevada Living Trust might be worth a closer look.

As economic pressures mount in the US, wealthy Americans are facing growing threats to their financial security.

Have you heard about an Illinois Land Trust and are wondering if you need one?

Are you thinking about how best to pass your assets onto your family, friends, or chosen charity when the time comes? If so, a Georgia Living Trust might be worth a closer look.

Got money stashed outside the US? You need to know about something called the FBAR (Foreign Bank Account Report).

Are you thinking about how best to pass your assets onto your family, friends, or chosen charity? If so, an Illinois Living Trust might be worth a closer look.

The internet is full of urgent warnings for rental property owners: "You MUST put your properties in an LLC immediately or risk losing everything!"

You may have heard of a Land Trust, but do you really know what it is?

On April 1, 2025, President Trump dropped a bombshell—the biggest tariffs we've seen in modern American history.

Wealth protection isn't just about building assets—it's about making sure they last. And one of the most common concerns we hear from clients is: "What happens to my money after I'm gone?"

Have you heard about a Florida Land Trust and are wondering if it’s right for you?

"How do I set up a family foundation?" It's a question we hear from clients who want to make a lasting impact with their wealth.

Thinking about getting a living trust in New York? You're not alone. Many New Yorkers want to protect what they’ve built and make things easier for their loved ones.

When Hollywood legend Gene Hackman passed away in February at 95, he left behind an amazing film legacy—and, unfortunately, a real-life drama about his $80 million estate.

Picture this: a charming stone cottage nestled in a historic Italian village. Narrow cobblestone streets wind past your doorstep.

"What's an umbrella company?" This question pops up more and more in our client meetings these days. Maybe you've come across the term while researching asset protection strategies.

When we first started in this business, opening a foreign bank account was considered "going offshore". In the decades since, our clients tend to do a lot more. More asset types. More real estate. More money invested internationally.