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The Jimmy Buffett estate dispute reveals costly pitfalls—trustee selection and marital trust structure. Here's what affluent families can learn from this.undefinedCelebrity Estate Planning Lessons: What Jimmy Buffett's Trust Dispute Teaches Us

Celebrity Estate Planning Lessons: What Jimmy Buffett's Trust Dispute Teaches Us

What Jimmy Buffetts Trust Dispute Teaches About Celebrity Estate Planning

TCJA Extension and Congressional Tax Updates: What High-N... and other suggestions

"There is much I appreciate about John Lau and his team’s management of my financial assets. The ongoing portfolio reviews are very helpful by providing outlook and clarification when needed. I greatly appreciate the assistance received when I’ve had questions, concerns, or needed information about financial issues. Everyone is very kind and helpful. Finally, the financial workshops provided by John and his team are terrific and of great public benefit. Financial literacy is very important. They keep us updated and in the know about the IRS and law changes, planning for retirement, and investment strategies. They are a great team and I feel my financial assets are in good hands."

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