Reverse QTIP Election: The Smart Way to Use the First Spouse’s GST Exemption
A reverse QTIP election is a targeted generation-skipping transfer (GST) planning tool that lets the first spouse to die apply […]
What Is the “Three-Year Rule” In U.S. Estate Planning?
What Is the “Three-Year Rule” In U.S. Estate Planning? In U.S. trust and estate planning, the “Three-Year Rule” is
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Can You Keep an RDSP After Leaving Canada?
Can You Keep an RDSP After Leaving Canada? Cross-Border Tax Implications and the 10-Year Repayment Rule Explained Meta Description: Moving
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Understanding Structured Notes: What They Are and How They Work
Understanding Structured Notes: What They Are and How They Work – Lucas Wennersten In today’s complex investment landscape, many investors
Tokenized Gold
Tokenized Gold There is so much happening right now with crypto, blockchains, and tokenization. A new option for those investing
The Hidden Dangers of Reciprocal Trusts
The Hidden Dangers of Reciprocal Trusts When it comes to advanced estate planning, many high-net-worth families turn to irrevocable trusts
Cross-Border Estate Planning Checklist (for Family + Individuals) with resources
You’ve worked hard to build a life that crosses borders — but protecting that legacy takes smart planning. Whether you’re
Why Government Owning Private Companies Is a Bad Idea (For Markets, Competition, and Investors)
When a government buys equity in private businesses, it distorts the playing field. It risks regulatory favoritism, moral hazard (“too
9 Reasons Why Government Owning Private Companies is a Bad Idea
Why Government Owning Private Companies Is a Bad Idea (For Markets, Competition, and Investors) When a government buys equity in
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How Do Rug-Pulls, Insider Trading and Illicit Finance Thrive?
Crypto’s Weak Spots: How Rug-Pulls, Insider Trading and Illicit Finance Thrive — and What Regulators Must Do Cryptocurrencies and decentralized
