Episode 11: Estate Planning in Motion: Trust Strategies, IPO Tax Prep, and Smarter Umbrella Insurance

June 30th, 2025  |  23 mins 3 secs

estate planning, estate tax sunset, family limited partnership, ipo planning, ipo tax planning, irrevocable trust, trust strategies, umbrella insurance

This week, we’re answering client questions about big-picture estate planning, preparing for future tax exposure, and protecting family wealth. We’ll cover trust strategies ahead of the 2026 estate tax sunset, key tax considerations for pre-IPO stockholders, and what to expect when shopping for umbrella insurance coverage.