Learn how charitable trusts let you give while living, reduce estate taxes, generate income, and protect your family’s legacy starting today.
Category: General
The High-Stakes Risk Few Crypto Investors Consider Digital assets like Bitcoin, Ethereum, and other cryptocurrencies have reshaped modern portfolios, offering both opportunities and independence. However, this freedom comes with a dangerous tradeoff: if something happens to the owner, access to those assets can vanish instantly. Without a solid plan, families […]
When Pope Leo XIV ascended to the papacy as the first American citizen to hold the role, he also inherited an unexpected complication: U.S. tax obligations. From FBAR filings on Vatican accounts to potential exit taxes, his citizenship raises critical legal, diplomatic, and symbolic questions. This post explores whether renouncing U.S. citizenship is the only viable path to preserve the independence of the Holy See—and the integrity of the papal office.
Why Dynasty Trusts Matter for High-Net-Worth Families Wealth is more than a balance sheet. It represents the sacrifices, opportunities, and values of those who came before—and a chance to give future generations a stronger foundation. For North Carolina families with significant assets, preserving that wealth across generations takes more than […]
In the realm of high-net-worth estate planning, preserving wealth and minimizing tax liabilities are paramount concerns that require sophisticated strategies. The concepts of the Squeeze, Freeze, and Please represent a trio of advanced tactics designed to ensure federal exemption limits are utilized effectively to reduce both estate and gift tax […]