Understand when a trust is useful in estate planning. Learn key criteria—asset levels, complexity, tax goals, incapacity planning, privacy—and decide whether to include a trust in your legacy plan.
Estate planning is not one‑size‑fits‑all. For many clients, including a trust can be a powerful tool. But for others, it may add unnecessary complexity or cost. How do you know whether a trust belongs in your estate plan? In this post, we break down five practical criteria you can evaluate—and offer guidance on when a trust is likely to be a smart inclusion.
Understand when a trust is useful in estate planning. Learn key criteria—asset levels, complexity, tax goals, incapacity planning, privacy—and decide whether to include a trust in your legacy plan. Estate planning is not one‑size‑fits‑all. For many clients, including a trust can be a powerful tool. But for others, it may add unnecessary complexity or …
Despite the noise, U.S. stock markets have historically held their own during government shutdowns. Here’s what business owners, executives, and legacy-focused families need to know—and how to stay aligned through …
Explore charitable planning strategies tailored for individuals without children. Learn how to align your wealth with your values, create a lasting legacy, and reduce tax liabilities with thoughtful giving. Charitable Planning for Non-Parents: How to Build a Purpose-Driven Legacy When you don’t have children, legacy planning takes on a different—but equally …
Explore key differences between charitable trusts, donor-advised funds, and foundations. Learn how high-net-worth individuals can align giving with tax strategies and long-term legacy planning. How to Select the Right Charitable Structure for Your Legacy Goals For business owners, families post-liquidity …
From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial …
Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. …
Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant …
Why This Matters Now If you own a small to mid-size business in New York or New Jersey, there’s an important compliance issue you can’t afford …
Learn how to navigate the critical first 90 days after a financial windfall — safeguard your wealth, manage emotions, and build a foundation for long‑term impact. Receiving a windfall—whether …
Learn how combining a revocable living trust with a pour‑over will provides efficient, private asset transfer and peace of mind. A must-read for legacy-focused families. Estate planning isn’t just about wills—it’s about crafting a legacy that reflects your values and protects your …
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A concentrated stock position can significantly impact portfolio risk and tax planning. Explore considerations for executives, founders, and business owners managing single-stock exposure. Success often creates complexity. For business owners, executives, ...
<p>The post The Risks of Concentrated Stock: Evaluating Single-Stock Exposure first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Review key 2026 Social Security updates and planning considerations for high-net-worth individuals, business owners, and multigenerational families. Social Security is often viewed as a baseline retirement benefit. For high-net-worth individuals and business owners, however, it can still play a meaningful role—particularly in the context of tax planning, ...
<p>The post 2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Major life changes can unintentionally disrupt your estate plan. Learn the five key events that should prompt a review to protect your family, assets, and ...
<p>The post Estate Planning Is Not “Set It and Forget It”: 5 Life Events That Should Trigger a Review first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
