Dive into our newest insights and strategies below:

Health As an Asset Class 

https://youtu.be/FU5IvtBbtCY

Grappling with a Trustee Shortage: A “Great Wealth Transfer” Crisis

https://youtu.be/hwQev88A03M

QSBS Pitfalls for Founders to Avoid

https://youtu.be/lfBt0j7BlW0

10 Family Office Myths Exposed

https://youtu.be/j1cgcZZcRBM

The Divorce Mistakes Women Keep Making

https://youtu.be/FFSeBg3XT8M

Features of Tennessee Trust Law

https://youtu.be/CiR8eoAG-iI

Foreign Options for US Citizens

https://youtu.be/d-Jnr3Go2Gg

10 Catastrophic Risks for Family Offices

https://youtu.be/uLbbZg52ABg

Delaware’s New Well Being Trust Statute

https://youtu.be/9LFt6HsjpWM

Financial Planning for Caregivers

https://youtu.be/WNYLOR_Pvw8

https://frazerrice.com/qsbs-rollovers/

Past President of EPCNYC, Frazer Rice, and BRADY WELLER discuss the intricacies of QSBS rollovers, including eligibility, timing, and strategic planning for founders and investors. The goal is to help the listener maximize tax benefits and navigate the legal complexities of this powerful tool.

https://frazerrice.com/digital-assets-estate-planning/

This interview explores the critical importance of managing digital assets in estate planning, highlighting the challenges of digital inheritance, account access, and cybersecurity risks. TATYANA THURSTON and NATALIA PARKER share insights on creating effective digital estate plans, tools, and best practices.