Mar 17, 2026
Key Takeaways for California Individuals and Families Seeking Asset Protection Read the full blog here: When somebody has amassed a significant estate through years of hard work and good fortune,…
Jan 09, 2026
Top 3 Key Takeaways Definition: UHNW stands for Ultra High Net Worth Individual Read the full blog here: In the first half of 2025, uncertainty about the future of the…
Dec 17, 2025
Top 3 Takeaways: Read the full blog here: Appreciating assets such as business interests can pose a double risk for entrepreneurs or investors in terms of protecting their wealth and…
Dec 17, 2025
Valuation and Deal Structuring, Part 1 Top 3 Key Takeaways Read the full blog here: In a business sale, the sale structure has significant implications for liability exposure and tax…
Nov 28, 2024
For high-net-worth individuals, effectively planning to minimize estate taxation canrequire creative solutions. Gifts to beneficiaries that exceed the annual gift tax or lifetimegift and estate tax exclusions can be subject…
Oct 02, 2023
When couples are planning how their estate will be distributed to their beneficiaries, one common goal is to maximize the amount that can pass to their heirs by minimizing estate…
Apr 10, 2023
Nobody likes inflation, but recent high inflation has produced a silver lining in terms of increased exclusions to the estate and gift tax exclusion amounts for 2023. While this is…
Mar 09, 2022
Bye-Bye U.S., Hello Exit Tax! If you are a U.S. citizen thinking about relinquishing your U.S. citizenship, or if you are what is defined as a “long-term” green card holder…
Mar 05, 2022
This is Part 2 in a two-part series about Transfer Taxes. In Part 1, I discuss what is the gift tax and estate tax. The GST Tax The generation skipping transfer…
Mar 05, 2022
This is Part 2 in a three-part series about Estate Planning for Non-Citizens. In Part 1, I discussed general issues involving non-citizen planning. In Part 3, I discuss the various…
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