Matthew Erskine

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The Cost Of Leaving The U.S.

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Giving up U.S. citizenship can be complicated and costly for those with any significant amount of wealth.

How To Handle Intellectual Property During Life And After Death

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The type of mess surrounding Prince’s estate doesn’t happen just to the rich and famous.

When Estate Planning Doesn’t Work (And What To Do About It)

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The goal is to create a customized, holistic and effective plan for the client.

True GRIT: An Excellent Tool For Art, Farmland And Other Unique Assets

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A grantor retained income trust, or GRIT, is an often overlooked but useful planning technique for certain assets.

What If A Beneficiary Is An Addict?

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There have been concerns in recent months about the pandemic's impact on recovery programs.

Planning Ahead For Illness And Disability

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Events like Covid-19 reinforce the need to prepare for the unforeseen.

Do Qualified Opportunity Zone Investments Make Sense For Your Clients?

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They’re a viable tax-planning tool, but election year talk of higher tax rates could be a wild card regarding the break-even point on these investments.

The SECURE Act: What It Means For Investments

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The new law will require advisors to adjust financial and retirement planning for their clients.

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