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Estate Planning for LGBTQ Individuals: Ensuring Security & Equity
Estate planning empowers LGBTQ individuals to define their legacy, protect chosen family, and ensure their values are honored. It offers legal protection against discrimination, estranged relatives, and outdated laws. By drafting wills, trusts, powers of attorney, health care proxies, and guardianship designations, individuals control who inherits property, who makes medical decisions, and who will care for children and pets.
May 3112 min read


Managing Art and Collectibles: Strategies for Trustees
High‑value art and collectibles enrich lives and can be a cornerstone of family wealth. Without thoughtful planning, however, they can become a source of tax headaches and family discord. Trustees and collectors should prioritize documentation, accurate appraisals, appropriate legal structures and open communication with heirs. Leveraging trusts or LLCs and professional guidance can ensure that collections remain intact, are enjoyed by future generations, and achieve philanth
May 284 min read


Choosing the Right Successor Trustee: What to Look For
Choosing the right successor trustee is about balancing trust, competence, impartiality, and availability. Whether you’re making the choice for your own estate or advising someone else, the goal is to select a trustee who will honor the trust’s instructions, manage assets responsibly, and keep things running smoothly for the beneficiaries.
May 275 min read
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