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Estate Planning Lessons from Matthew Perry: How Trusts Can Protect Your Legacy
In this article, we’ll uncover what Perry's approach to estate planning teaches us about protecting our assets. You don’t have to be a celeb
Adela Iturregui
Oct 27, 20244 min read
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Winning an Olympic Medal? Don't Forget the IRS!
Bringing home a medal means bringing the IRS a win.
Adela Iturregui
Aug 19, 20242 min read
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Lessons from Tony Bennet's Estate Battles
Tony Bennett’s estate has become the center of a legal dispute involving his children, Antonia and Johanna Bennett, who have filed a...
Adela Iturregui
Aug 3, 20242 min read
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Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.
Another positive impact of the SECURE 2.0 Act. In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the...
Adela Iturregui
Mar 13, 20244 min read
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Foreign Real Property Assets: Challenges and Solutions
Owning real property outside the United States has it's challenges and rewards. Discovery how a US trust and other legal entities can help.
Adela Iturregui
Feb 27, 20242 min read
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Aretha Franklin's Couch Handwritten Will
Aretha Franklin is the perfect example of why having an attorney can keep your family out of court and out of conflict. The "I can do...
Adela Iturregui
Jul 21, 20235 min read
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The CTA: Does My Trust Need to Be Disclosed?
Since a Trust can own a business or a share of a business, Trusts are also involved in the Corporate Transparency Act, but under more...
Adela Iturregui
Jun 16, 20232 min read
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