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What is a Credit Shelter Trust and Why Should I Use One for Estate Planning?

For the ultra-wealthy, estate planning isn’t just about asset distribution; it’s about navigating...

December 4, 2024

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Expecting the Unexpected: Why Disability Insurance is Essential for the Ultra-Wealthy

For the ultra-wealthy, financial security isn’t just about growing wealth—it’s about protecting...

November 20, 2024

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What Does a Future Trump Presidency Mean for Your Portfolio?

As we look ahead to Donald Trump returning to the White House in 2025, high-net-worth individuals need to...

November 13, 2024

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Supercharge Your Real Estate Returns with Cost Segregation

Unlock the hidden potential of your real estate investments with cost segregation! This powerful tax strategy...

October 22, 2024

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Donor Advised Funds – Create Your Own Foundation with Zero Cost

Donor-Advised Funds (DAFs) offer a tax-efficient, flexible way to manage charitable giving. By donating...

October 2, 2024

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Direct Indexing: A Strategic Approach to Tax Loss Harvesting Throughout the Year

Discover the power of direct indexing, a cutting-edge investment strategy that offers personalized portfolios...

September 23, 2024

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A Guide to Higher Yields on Your Fixed Income Portfolio

In a world of rising inflation and market volatility, private credit offers customized, high-return...

September 5, 2024

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Maximizing Wealth Transfer: The Annual Gift Tax Exemption

Estate planning for the ultra-wealthy requires a strategic approach, leveraging every available opportunity...

August 30, 2024

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Diversifying Concentrated Stock Positions Without Paying Taxes

For high net worth investors, holding a concentrated stock position can be both a blessing and a curse. While...

August 15, 2024

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