For those of our clients with asset protection trusts (Nevada On-Shore TrustsTM or NOSTs), we would like to remind you of some of the things that you should be doing on a regular basis to maintain your NOST and any related entities. For the most part, these recommendations are small and simple steps that can […]

A critical step in achieving one’s financial aspirations should include implementing strategic tax planning opportunities to decrease their taxable estate. The federal tax rate applied to wealth transfers upon death or made through lifetime gifts is 40%. At such a high rate, this can significantly decrease the number of assets and legacy one can leave […]