Blog
Learn how special needs trusts work, how they may help preserve SSI or Medicaid benefits, and when families may use them in estate and benefits planning.
7/9/2026
Blog
Learn how a qualified domestic trust (QDOT) helps non-U.S. citizen spouses defer estate tax, meet IRS rules, avoid pitfalls, and preserve family wealth.
6/18/2026
Blog
Unsure if a trust or a will works for you? Compare probate, privacy, tax planning, and personal goals to decide what your estate plan needs.
5/19/2026
Events and Webinars
Watch this webinar recording to find out how trusts can be effectively used in your estate plan to manage taxes, protect wealth, and create a lasting legacy.
3/25/2026
Blog
Learn why more families are opening up about inheritance plans and why it may be right for your family.
3/16/2026
Blog
Learn when adding a trust may help you avoid probate, shield your privacy, manage multi-state property, and control how heirs receive assets.
1/26/2026
Blog
Learn what the Net Investment Income Tax (NIIT) is, who it affects, how it’s calculated, and smart strategies to reduce your tax liability.
12/24/2025
Blog
Learn why everyone needs an estate plan, how it goes beyond a will, and smart strategies to establish your legacy and plan for loved ones.
12/9/2025
Events and Webinars
In this webinar, Wealth Enhancement’s Michael Goff provides a blueprint for crafting a comprehensive estate plan.
12/4/2025
Blog
Learn the new risks and new responsibilities of cybersecurity in the AI era. Discover key strategies to keep your finances safe.
10/11/2025