Estate Planning
Art and Collectibles as an Investment Class
What should you consider before adding art or collectibles to your portfolio? What are the risks and returns of these investments?
What should you consider before adding art or collectibles to your portfolio? What are the risks and returns of these investments?
The Walton Family Foundation, started by Walmart’s founders in 1987, is governed by a board and supported by professional staff. What makes it particularly interesting
Learn how to protect your property in an estate plan using trusts, TOD deeds, and tax-smart strategies to avoid probate and reduce inheritance taxes.
Learn how directed trusts offer control, flexibility, and peace of mind in estate and retirement planning—especially for business owners and HNW families.
Blending families and wealth? How do you protect your legacy without starting a feud? Explore estate planning for blended families done right.
How can high-net-worth families help ensure their estates remain liquid, avoiding forced asset sales, heavy debt, and family disputes?
Running your own business comes with numerous tax breaks: deductions for expenses, healthcare premiums, and retirement plan contributions, to name just a few. In fact,
2025 brings in big news for estate planning. Since 2018, we’ve enjoyed generous estate tax exemptions, and they were set to expire at the end
Would you like to help protect your family’s financial future without crossing any tax lines? While we all have to pay our fair share of
As the year draws to a close, business owners have a great opportunity to reflect on their company’s future and how it aligns with their
Insightful articles that reflect our low-cost, "stay the course" investment philosophy.
Free videos that cover complex topics in an easy-to-digest explainer style.
