A practical estate plan checkup for households earning $1M or more, covering core documents, 2026 exemption amounts, gifting, trusts, and common planning gaps.
Protect intellectual property in family businesses by securing trademarks, trade secrets, copyrights, and know-how before a sale or succession.
Reduce estate, income, and capital gains taxes under the 2026 rules with trusts, gifting, basis planning, QSBS, and charitable strategies.
Received an inheritance? Learn what to review in the first 90 days, including asset inventory, tax deadlines, liquidity, family decisions, and planning next steps.
1:38 PM
Explore advanced Charitable Remainder Trust strategies that help align year-end giving with long-term planning while managing taxes and future income needs.
Transform generosity into strategy by giving appreciated assets instead of cash, letting your values and tax planning work hand in hand.
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.
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.
