Insights & Guidance

Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.

Browse by Category

Estate Planning for Couples: Align Your Plans for The Future Despite a Significant Age Difference
Estate Planning

February 27, 2023

Estate Planning for Couples: Align Your Plans for The Future Despite a Significant Age Difference

With couples of similar ages, Estate planning for the future is naturally a joint effort. However, if you are married to someone who is significantly ...

Read Article
Benefits Of Using a Totten Trust In Your Estate Plan
Estate Planning

January 27, 2023

Benefits Of Using a Totten Trust In Your Estate Plan

A Totten Trust is an effective Estate Planning tool for transferring your money to your beneficiaries with minimal to no drama. Find out more about ho...

Read Article
Legal Effects of Estrangement In Estate Planning
Uncategorized

January 20, 2023

Legal Effects of Estrangement In Estate Planning

While TV dramas tell stories of sweet reunions with an estranged loved one, the reality is not so optimistic. What does estrangement mean? What is est...

Read Article
New RMD Rules in 2023
Estate Planning

January 13, 2023

New RMD Rules in 2023

The rules for Required Minimum Distributions (RMDs) have gone through changes in recent years. If you want the RMD rules 2023 read on to learn more. R...

Read Article
Higher Tax Exclusions In 2023 Can Benefit Your Estate Plan
Estate Planning

January 6, 2023

Higher Tax Exclusions In 2023 Can Benefit Your Estate Plan

Higher Tax Exclusions In 2023 Can Benefit Your Estate Plan, the buzzword of 2022 has been inflation. We all felt it – and it’s highly doubtful anyone ...

Read Article
Filipino Spaghetti
Uncategorized

December 21, 2022

Filipino Spaghetti

A Filipino celebration is not complete without noodles – to signify the long life of those gathered – and what could be more Filipino than this sweet-...

Read Article
Baked Bangus (Milkfish)
Uncategorized

December 21, 2022

Baked Bangus (Milkfish)

An easy dish to prepare, this creamy, tangy fish dish adds a festive appeal to the table with the combination of reds, greens, and yellow toppings. Th...

Read Article
Torta Negra - Venezuelan Black Cake or Christmas Cake
Uncategorized

December 21, 2022

Torta Negra - Venezuelan Black Cake or Christmas Cake

This recipe requires some preparation at least a week ahead, but for those who have a sweet tooth and a taste for rum, this fragrant, fruity cake is w...

Read Article
Broccoli, Macaroni, and Cheese Casserole
Uncategorized

December 21, 2022

Broccoli, Macaroni, and Cheese Casserole

An easy, tasty dish that’s great for sneaking in veggies for kids. This recipe makes 4 to 6 servings Ingredients 6 cups water 1 teaspoon salt 2 cups u...

Read Article