Featured Articles
Directed Trusts Made Simple
A modern trust structure that separates key roles, preserves trusted relationships, and gives families greater control and flexibility.
The Florida Advantage For Modern Trust Administration
Why Florida stands out: strong oversight, modern trust laws, no state income tax, and flexibility for advisors and families.
Choosing the Right Trustee: Corporate vs. Individual
Professional oversight, continuity, and objectivity: how a corporate trustee safeguards your plan across generations.
Trust Accounting: Clarity, Compliance, Confidence
The systems and reports that keep beneficiaries informed, advisors aligned, and trustees accountable.
Florida Community Property Trusts: Strategic Planning for Married Couples
How Florida’s Community Property Trust helps married couples achieve tax efficiency, planning flexibility, and estate simplicity.
Foreign Grantor Trusts for U.S. Beneficiaries
A Foreign Grantor Trust helps non-U.S. persons support U.S. beneficiaries while maintaining privacy, control, and tax efficiency.