Knowledge & Insights Center

If you have significant assets that you wish to protect over multiple generations, and would like to use a tax-efficient approach...

A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or oth

In many cases, determining the beneficiaries of your estate plan is simple. If your spouse survives you, your assets go to your spouse.

The Nevada 365-Year Dynasty Trust:  Estate Tax Savings, Creditor and Divorce Protection by Steve Oshins

Estate Planning Considerations: an introductory resource to wills and trusts

How to Secure a Lifetime Income, Save Taxes & Benefit a Charity Since 1969, countless families have used charitable remainder trusts (CRTs)

A discretionary lifetime trust provides asset protection by creating a legal barrier between the property it holds and a beneficiary's credi

A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other l

Nevada is known for having favorable asset protection laws, which attracts wealthy families from all over the world who are always looking f

How Non-Grantor Trusts Help Protect Your Assets from State Income Tax

When Creating Your Estate Plan…you may find you have assets that are illiquid or aren’t easily divided among your heirs.

If You Have Significant Assets… and need to create a tax-efficient approach for transferring wealth, life insurance may enable you to leave

If you have a large asset… you’d like to transfer out of your estate, minimizing estate taxes may be a top priority for you.

Families that include someone with a disability qualifying for government benefits may want to look into setting up a special needs trust.

Qualified retirement plans and individual retirement accounts are trusts or custodial accounts that hold a person's tax deferred retirement