Keeping the Peace After You Are Gone

Planning With an Aim Toward Building Unity A will or trust contest can wreak havoc on families. The conflict can...

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Duties of an Estate Executor

When loved ones pass away, dealing with their financial affairs is an imperative, but overwhelming, responsibility. Family members, particularly spouses...

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Protecting Your Company’s Proprietary Information

For many companies, proprietary information can be most valuable in its intellectual property portfolio.  Unlike copyrights or trademarks, the value...

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Understanding Managing Assets under a Power of Attorney

Maintaining control of one’s money is a priority; it serves to signify being a functioning and independent adult. However, accidents,...

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How the 2017 Tax Act Affects Your Income Tax Return

On December 22, 2017, the Tax Cuts and Jobs Act of 2017 (P.L. 115-97) was signed into law (the “Act”). ...

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Estate Planning Considerations for Second Marriages/Blended Families

There are a number of considerations when creating an estate plan, and the final arrangement invariably involves some amount of compromise....

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Estate Planning and Asset Protection

Creating a nest egg large enough to provide financial security to future generations is a great accomplishment. However, determining how...

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2017 Tax Law: Estate and Gift Tax Changes

On December 22, 2017, the Tax Cuts and Jobs Act (TCJA) was signed into law by President Trump.  All partners,...

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Choice of Entity Under the New Tax Law

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act of 2017, which significantly changed...

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