Help clients address the “what ifs” before the “I dos.”

Practical and ethical considerations to address.

Legal ethics in a breach-a-day world.

Don’t run afoul of the laws.

Balance risks and rewards.

Settlor’s intent beyond borders.

Should trustees stick their fingers in the dam?

Official guidance is needed. Until then, take steps to protect the stretch.

Practical planning for snowbirds pursuing Florida residency.

Perhaps the standard term insurance plan and ILIT should give way to a more robust vehicle.