Research
Estate planning
How PPLI interacts with estate and succession planning: trust ownership, generation-skipping design and the mechanics of moving wealth across generations.
Estate planning
Charitable Planning and PPLI: Integrating Philanthropy with Tax-Efficient Wealth Structures
August 24, 2026
Estate planning
Trust Protectors and PPLI: The Oversight Role That Keeps Multigenerational Structures on Course
August 10, 2026
Estate planning
The $124 Trillion Wealth Transfer: Preparing Heirs to Receive It
July 20, 2026
Estate planning
The $15M Exemption Is Permanent. Estate Planning Is Not Done
July 20, 2026
Estate planning
Estate Freeze Techniques and PPLI: How GRATs, IDGT Sales, and Preferred Freezes Multiply Wealth Transfer
June 28, 2026
Estate planning
SLAT Strategies and PPLI: Optimizing Spousal Lifetime Access Trusts for Tax-Free Wealth Transfer
June 28, 2026
Estate planning
Dynasty Trusts and PPLI: Building Multigenerational Wealth Transfer Frameworks
June 28, 2026
Estate planning
Intentionally Defective Grantor Trust: Learning The Benefits
April 27, 2025
Estate planning
Irrevocable Trust: Understanding Its Role in Asset Protection
April 27, 2025
Estate planning
Generation Skipping Trust: Planning for Multiple Generations
April 11, 2025
Estate planning
Grantor Trust: A Key Tool in Estate Planning Strategies
April 11, 2025
Estate planning
Ultra High Net Worth Estate Planning: Customized Strategies for Wealth
April 11, 2025