Blog

An entrepreneur who wants his or her estate plan to protect their legacy should consider several key factors to ensure that their intentions are honored

A revocable trust and an asset protection trust serve different purposes and are used in different circumstances. A revocable trust is primarily used for estate

A business buy-sell agreement is a legally binding contract that outlines the process for buying and selling ownership interests in a business, typically in the

Digital assets significantly impact estate planning, particularly in terms of access, management, and valuation of digital assets after death. Here are a few things to

Parents of young families have a lot of financial considerations to make. While preparing for your children’s future, here are a few things to keep

Asset protection trusts (APTs) are designed to protect a settlor’s assets from creditors while allowing the settlor to benefit from the trust. Here are key

Self-directed IRAs allow individuals to direct their IRA investments into a broader range of assets, including real estate, private companies, and other non-traditional investments. However,

Prohibited transactions in self-directed IRAs are defined under Section 4975 of the Internal Revenue Code. These transactions generally involve improper use of the IRA by the

In previous blog posts, I have discussed Self-Directed IRAs in depth, but now I would like to look at the role of a Custodian in

Self-Directed IRAs offer greater investment flexibility compared to traditional IRAs and can be a worthwhile investment. However, it is important to understand the rules and