Estate Planning

Navigating the options to bypass probate Navigating the options to bypass probate

Estate Planning

Navigating the options to bypass probate

Joint ownership, trusts and beneficiary designations are all useful strategies — each offer advantages and disadvantages, depending on your client

By Richard Chang |May 5, 2026

4 min read

Lower deduction of investment counsel fees hits trusts with AMT Lower deduction of investment counsel fees hits trusts with AMT

Estate Planning

Lower deduction of investment counsel fees hits trusts with AMT

Many trusts may need to amend 2024, 2025 tax returns

By Michelle Schriver |April 10, 2026

5 min read

When an alter ego trust might be right for your client When an alter ego trust might be right for your client

Estate Planning

When an alter ego trust might be right for your client

They can be a powerful tool when dealing with complicated family dynamics or alternative assets

By Jonathan Got |April 6, 2026

4 min read

Beneficiary designations in estate planning Beneficiary designations in estate planning

Estate Planning

Beneficiary designations in estate planning

Seg funds can function as quasi-trusts

By Jonathan Got |March 5, 2026

2 min read