Articles

Donor Advised Funds For business owners, investors, and high-net-worth individuals planning liquidity events or major charitable gifts, Donor Advised Funds (DAFs) provide one of the

Maximize Your Legacy: The Power of Non-Grantor Trusts in Modern Tax Planning For individuals residing in high-tax jurisdictions, optimizing wealth transfer while minimizing tax liability

Maximize Your Business Exit with the New $15M QSBS Exclusion The passage of the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, has

Tax Planning for the Sale of a Business Before you commit to sell your business, you should consult with an attorney to determine whether any

Are You Really Better Off with an Offshore Trust? Better Than an Offshore Trust There are many different opinions about the best way to protect

ING Things: What You Need to Know about Incomplete Non-grantor Trusts What is an ING Trust? In the world of estate planning, “ING” is more

Not All Asset Protection Trusts Are Created Equal Domestic Asset Protection Trusts If you have something worth protecting, it’s worth protecting right. Be it a

Most Asset Protection Trusts Are Bad at Their Only Job   What is an asset protection trust? It’s no secret that the world has become

   Better Asset Protection: The 541 Trust® provides the best asset protection while affording maximum flexibility. It is proven by generations of legal precedent to work