Latest articles
We write up the questions clients ask most: what the rule is, what it means for a real family, and what to weigh before deciding. Every dollar figure and age threshold carries the year it applies to.
Why Is the Irrevocable Life Insurance Trust (ILIT) a Common Estate Tax Planning Tool for High-Net-Worth Families?
When can life insurance proceeds raise your estate tax? How an irrevocable life insurance trust (ILIT) works, who it fits under the 2026 exemption, and key rules.
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What Is a Family Office? It's About More Than Managing Money
What a family office does, how single- and multi-family offices differ, and the 2026 estate tax and foreign gift reporting rules that matter for U.S.–China families.
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The DIME Method: Estimating Your Life Insurance Coverage in Four Parts
How the DIME method estimates life insurance coverage from debt, income, mortgage and education, with two worked examples and the factors that change the result.
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Key Steps in Planning Your Child's Education in the U.S.
U.S. education planning ties together school choice, admissions, activities and college funding. How MMG approaches it, plus 2026 529 plan rules for California families.
Read article →U.S. Estate Planning: A Will or a Trust?
Will or revocable living trust in California? How the two compare on probate, privacy, incapacity, cost and estate tax, with 2026 thresholds and how to decide.
Read article →How to Choose Medicare: The Four Parts of Retirement Health Coverage and When to Enroll
What Medicare Parts A, B, C and D cover, the 2026 premiums and deductibles, how to choose between Medigap and Medicare Advantage, and the penalties for enrolling late.
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Main Pathways to U.S. Immigration: Family, EB-1, NIW and EB-5
The main family-based and employment-based routes to a U.S. green card: EB-1A, EB-1C, NIW and EB-5, EB-5 investment minimums, China-born backlogs, and tax residency.
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Key Ages in U.S. Retirement Planning: 50, 60, 62, 65, 67, 70, 73
Key U.S. retirement planning ages under 2026 rules: 401(k) and IRA catch-ups, the higher 60–63 catch-up, Medicare at 65, Social Security from 62 to 70, and RMDs.
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