Lauren Detering Friday, MT, CFP®

You may have grown up hearing about “the family trust” or “the family partnership,” or estate plans designed by your...

Overview The U.S. Court of Appeals for the Fifth Circuit issued an order late on December 26, reinstating the...

As we reflect on 2024 and move into 2025, ultra high net worth (UHNW) individuals face unique opportunities and...

What It Means for You The Corporate Transparency Act (CTA) The Corporate Transparency Act (CTA), effective on January...

What the Proposals Mean for Ultra High Net Worth Individuals As the 2024 presidential election approaches, tax policy...

Strategic Considerations for High Net Worth Individuals in Required Minimum Distributions A Required Minimum...