trusts

The Role of Asset Protection in Building Lasting Wealth

In today's world, securing your wealth is more important than ever. Many people work hard to save money and invest,…

56 years ago

Understanding Trusts and Inheritance Tax

With UK Inheritance Tax (IHT) rules constantly shifting and assets increasingly at risk of hefty taxation, proactive estate planning is…

56 years ago

Split Dollar: The Powerful Estate Tax Mitigation Strategy Not Discussed Often Enough

Under the current Unified Estate & Gift Tax Credit of $12,920,000 per individual expiring at the end of 2025 and…

56 years ago

Making Your Mark: Financial Tools and Techniques for Securing Your Legacy

Written By: Alexander Gorman, Vice President, Morgan Stanley You’ve worked hard to build a comfortable life for yourself and your…

56 years ago