Free Resources
Guides & Downloads
Free guides that explain your estate planning options in plain English.
A Practitioner's Guide to Offshore Asset Protection
For CPAs, FAs, and attorneys: when to recommend a Cook Islands trust for high-liability-exposure clients, and what every advisor must understand first.
Download Free →A Practitioner's Guide to Advanced Trust Structures
For CPAs, FAs, and attorneys: when to recommend GRATs, CLATs, and ILITs in the post-OBBBA estate planning landscape.
Download Free →Executive Compensation Blind Spots
A working guide to the five executive compensation traps most estate plans miss: ISO timing, Section 83(b), NQDC double-tax, 280G, and multi-board liability.
Download Free →The Field Manual — Integration Audit
One-page worksheet for owner-investors. Three questions each for your attorney, CPA, and yourself. Companion to Issue 1 of The Field Manual.
Download Free →The C-Suite Estate Planning Playbook
5 strategies every executive with $8M+ should have in place.
Download Free →