Estate Planning: Your Guide to See-Through Trusts

by admin | Jul 29, 2021 | News

You are working hard – building wealth, utilizing retirement accounts, and maybe already talking with financial advisors. You have a clear path to the goals you set for yourself long ago – even if they may have changed a bit as life ebbs and flows. So,...

Understanding How the 99.5% Act Affects You

by admin | Jul 2, 2021 | News

On March 25, 2021, Senator Bernie Sanders and Senator Sheldon Whitehouse introduced the “For the 99.5 Percent Act” (referred to in this blog as the “99.5% Act”), a piece of legislation that would change federal estate and gift taxes. Here are the highlights you need...

Post-Election Tax Strategies

by admin | Jun 4, 2021 | News

Now that tax season is wrapping up, we can all take a deep breath. With the pandemic looming over all of us in 2020, change has become the only thing we can consistently count on these days. COVID aside, there have also been large changes as a result of who is now in...

The Importance of a Business Succession Plan

by admin | May 3, 2021 | News

It’s often difficult for us to think of the future as individuals, and even harder to think about it in terms of our larger counterparts, such as the businesses that we own and run. This is particularly true if it involves planning for the worst possible outcomes in...

What to Look For in a Guardian For Your Child

by admin | Mar 1, 2021 | News

Have you considered who will take on the guardianship role for your children or family members with special needs if something happens to you? It’s an important question, especially since appointing a guardian for your estate and children could mean the difference...

All About White-Collar Crimes

by admin | Feb 1, 2021 | News

When a person hears the word “crime,” images of bank robberies or people being mugged in dark alleys easily come to mind. But violent crime isn’t the only form of crime. Crimes committed by business and government professionals with the intention of gaining a...