Learn how a Qualified Domestic Trust (QDOT) can help non-U.S. citizen spouses defer estate taxes, preserve wealth, and maintain financial security. Discover eligibility, tax implications, and planning strategies.

Discover the five essential documents—Will, Power of Attorney, Health Care Directive, Beneficiary Designations, and Trusts—you need for a complete estate plan. Learn how each one protects your assets, avoids probate, and ensures your wishes are honored.

Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their legacy. Learn the essential components of a comprehensive estate plan, from wills and trusts to powers of attorney and tax strategies.

Losing a parent is never easy. This guide walks you through the essential financial steps to take after a parent’s death—from securing documents and notifying institutions to understanding wills, trusts, and probate.

Kickstart your financial journey with a clear action plan. Learn how to assess your net worth, organize key documents, and prepare for a secure future with expert guidance in this first step of a 3-part financial planning series.

Learn what the Net Investment Income Tax (NIIT) is, who it affects, how it's calculated, and smart strategies to reduce your tax liability. Essential reading for high-income earners and investors.

Learn how directed trusts offer flexibility by dividing trustee duties among trusted advisors. Discover the benefits, legal considerations, and how state laws impact the effectiveness of this estate planning tool.