Introduction Estate planners and high-net-worth individuals frequently encounter challenges in selecting the appropriate trust structure, where the choice between grantor and non-grantor trusts can profoundly influence income tax liabilities,...
Introduction With major tax reforms proposed under Trump’s 2025 plan including rate reductions, expanded credits, and business incentives tax planning is no longer optional. It’s essential. Whether you’re a...
Introduction Donald Trump’s 2025 tax proposal includes substantial changes to the federal estate and gift tax system, designed to preserve generational wealth and ease the transfer of assets between...
Introduction Estate planning is more than just deciding who inherits your assets—it’s about minimizing taxes, preserving wealth, and ensuring a smooth transfer to your heirs. With the right strategies,...