Will tax reform eliminate estate planning – or create additional opportunities?
As the Trump Administration nears the end of its first full year in office, the House and Senate are gearing up for a major overhaul of the tax system
Speculative Madness or Smart Play: Does Bitcoin Belong In Wealth Planning?
Bitcoin has been on a tear lately, up nearly tenfold since the beginning of 2016, when a single “coin” could be had for just over $400.
By mid-September 2016, Bitcoins were trading well north of $4000 — and investor interest has become feverish as returns dwarf all other assets. Even a rumored move by China to shut down all three of its Bitcoin exchanges could only dent Bitcoin’s rise, chopping prices from a high of nearly $4700 per Bitcoin to just over $4000.
Endgame planning: How trust and estate planning builds lasting value for your firm
The great transfer of assets is underway – not just for clients of wealth advisors, but for wealth advisors
themselves
Super-Charge Your Marketing Strategy With Trusts
Your gateway into the growing ultra-high net worth market
How Nevada Became America's Safest State for Wealth Protection
Bulletproof: Nevada's Supreme Court Decision Klabacka vs. Nelson confirms protections of Nevada Trusts