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May 29, 2026
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9 min read
A dynasty trust is an irrevocable trust for ultra-high-net-worth families, designed to hold assets for multiple generations without triggering federal estate tax or generation-skipping transfer (GST) tax at each generation. Properly funded and properly drafted, the same dollar can pass to your great-grandchildren — and beyond — without being taxed each time the wealth changes hands.
May 22, 2026
7 min read
Sometimes it's the smartest move you can make, and sometimes it's the most expensive mistake in your estate plan.
May 15, 2026
6 min read
Most asset protection plans rely on one layer — usually a single-member LLC. That's a wall. The strongest plans don't look like walls. They look like Russian nesting dolls.
May 8, 2026
5 min read
Most Florida business owners have built parts of a plan — an LLC here, a will there, rental property they've been meaning to restructure. What they don't have is a system. Without a system, each piece works in isolation, leaving gaps that judgment creditors and probate courts are well-equipped to find.
May 1, 2026
For married couples in Florida, how you title assets can determine whether a creditor can take them. Tenancy by the entirety (TBE) is one of the strongest and most overlooked asset protection strategies Florida and a few other states offer.
