Lauren Detering Friday, MT, CFP®

Articles by: Lauren Detering Friday, MT, CFP®

Building Your Own Path: Next Generation Wealth Planning

Building Your Own Path: Next Generation Wealth Planning

Oct 16, 2025

You may have grown up hearing about “the family trust” or “the family partnership,” or estate plans designed by your...

Corporate Transparency Act: Nationwide Injunction Back on Hold as of December 26

Corporate Transparency Act: Nationwide Injunction Back on Hold as of December 26

Dec 27, 2024

Overview The U.S. Court of Appeals for the Fifth Circuit issued an order late on December 26, reinstating the...

2024 Year-End Planning Guide

2024 Year-End Planning Guide

Dec 10, 2024

As we reflect on 2024 and move into 2025, ultra high net worth (UHNW) individuals face unique opportunities and...

Navigating the Corporate Transparency Act

Navigating the Corporate Transparency Act

Oct 1, 2024

What It Means for You The Corporate Transparency Act (CTA) The Corporate Transparency Act (CTA), effective on January...

2024 Presidential Tax Policy Showdown

2024 Presidential Tax Policy Showdown

Sep 26, 2024

What the Proposals Mean for Ultra High Net Worth Individuals As the 2024 presidential election approaches, tax policy...

Navigating Required Minimum Distributions

Navigating Required Minimum Distributions

Feb 28, 2024

Strategic Considerations for High Net Worth Individuals in Required Minimum Distributions A Required Minimum...

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