Knowledge & Insights Center

In many cases, determining the beneficiaries of your estate plan is simple. If your spouse survives you, your assets go to your spouse.

The Nevada 365-Year Dynasty Trust:  Estate Tax Savings, Creditor and Divorce Protection by Steve Oshins

If you’re like many business owners, you’ve sacrificed a lot to get where you are today. But your level of success often means that when it

Ray Dalio: How the Economic Machine Works

Estate Planning Considerations: an introductory resource to wills and trusts

Life Insurance Can Ensure Business Succession Plans Succeed

Guidance for small businesses to overcome challenges like contracts, managing debt, cash flow, and other issues

How to Secure a Lifetime Income, Save Taxes & Benefit a Charity Since 1969, countless families have used charitable remainder trusts (CRTs)

A discretionary lifetime trust provides asset protection by creating a legal barrier between the property it holds and a beneficiary's credi

Below please find our bi-weekly compilation of the best information we have come across over the last two weeks.

Polito Eppich has put together a series of articles, letters, local updates and additional information for those seeking information

Presentation from Coastal Payroll Services on maximizing the forgiveness of your PPP Loan.

A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other l

As a business owner, you work hard to keep your business growing and staying ahead of the competition.

When liquidity, control, and tax advantages matter Despite enjoying the longest-running bull market in history, most preretirees have a sub

Nevada is known for having favorable asset protection laws, which attracts wealthy families from all over the world who are always looking f

How Non-Grantor Trusts Help Protect Your Assets from State Income Tax

When Creating Your Estate Plan…you may find you have assets that are illiquid or aren’t easily divided among your heirs.

If You Have Significant Assets… and need to create a tax-efficient approach for transferring wealth, life insurance may enable you to leave

For the second year in a row, Michael Olivia was awarded as a 2019 Five Star Wealth Manager by Five Star Professional.