Estate Planning for a Surviving Spouse: Key Decisions After the Death of a Spouse

Estate Planning for a Surviving Spouse: Key Decisions After the Death of a Spouse

By Staff on January 8, 2026

Estate planning for a surviving spouse involves critical decisions about portability elections, trust administration, asset retitling, and tax planning to preserve wealth for future generations.
Estate Planning for the International Client: Key U.S. Tax Rules and Strategies

Estate Planning for the International Client: Key U.S. Tax Rules and Strategies

By Staff on January 7, 2026

Estate planning for the international client requires navigating U.S. situs rules, the limited $60,000 exemption for nonresident aliens, QDOT requirements for noncitizen spouses, and FIRPTA withholding.
Estate Planning Techniques for Large Estates That Reduce Transfer Taxes

Estate Planning Techniques for Large Estates That Reduce Transfer Taxes

By Staff on January 6, 2026

Estate planning techniques for large estates include lifetime gifting, dynasty trusts, GRATs, charitable structures, and proper use of the federal estate tax exemption.
Estate Planning for Deportation Risk: Protecting Your Family and Assets

Estate Planning for Deportation Risk: Protecting Your Family and Assets

By Staff on December 26, 2025

Estate planning for deportation risk requires ensuring assets pass to intended beneficiaries, granting powers of attorney, and protecting family members who remain in the United States.
The Complete Estate Planning Checklist: Protect Your Legacy and Loved Ones

The Complete Estate Planning Checklist: Protect Your Legacy and Loved Ones

By Mark Pierce on December 15, 2025

Use this complete estate planning checklist to protect your legacy and loved ones. Learn which documents you need, how to avoid probate, and which structures fit your situation based on your net worth and goals.
What is Estate Planning? A Complete Guide to the Basics in 2026

What is Estate Planning? A Complete Guide to the Basics in 2026

By Mark Pierce on December 11, 2025

Discover what estate planning is and why it matters in 2026. Learn about wills, trusts, tax strategies, and Wyoming asset protection for high-net-worth individuals. Start protecting your legacy today.