The "Remarriage Trap" Happy Valentine’s Day (almost). We love love. We really do. But as Asset Protection specialists, we also know the uncomfortable truth: Marriage is the single biggest financial contract you will ever sign. And if you are over 60, widowed, or divorced, and considering getti...

  The IRS has just released its 2026 "Dirty Dozen" list, the annual "Most Wanted" list of tax scams they are targeting this year. Sitting right near the top, again, is: "Abusive Trust Tax Evasion Schemes." The Why It Matters: The IRS is deploying its new AI-driven enforcement agents to identify ...

  The "Grey Divorce" Epidemic: Why Your Will Won't Save You Most people assume the biggest threat to their family wealth is a stock market crash or the IRS. They are wrong. Statistically, the biggest threat to your legacy right now is a judge in family court. While the overall divorce rate in Am...