As cryptocurrency becomes a larger component of personal wealth, many investors, especially those who self-custody their holdings are confronting the harsh reality that digital assets do not behave like traditional assets when it comes to inheritance. Recently, there have been stories in the media describing how common estate-planning missteps are leaving crypto fortunes vulnerable to being lost, tied up in probate, or subject to unexpected tax liabilities. For many, a lifeti

Lately, we have had a surge of questions from clients who are hearing about “asset protection trusts” on social media or through...

Running a small business is like captaining a ship: there’s a lot to keep an eye on, and even small oversights can lead to big problems...