Estate Planning
Imagine a family with a sizable net worth. They’ve worked hard for their money and want to make sure that every cent possible is passed to their children without being…
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Many of our clients are passionate about charitable causes while also maximizing the tax benefits of their giving. If this matches your philosophy, then a Donor-Advised Fund (DAF) is a…
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This article was originally published on Forbes on June 12th, 2019. As a tech-savvy individual, you know the importance of having unique passwords and not re-using the same passwords…
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This article was originally published on Forbes on September 9th, 2018. There’s a mistake families at every level of wealth often make when they go through their estate planning process,…
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The 2017 Tax Act improved 529 plans, adding provisions that allow plan balances to be used to pay K-12 tuition. Prior to 2018, 529 funds could only be used to…
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Lindsay Garland is a regular contributor to Forbes. This article was originally published on Forbes on March 23, 2017. One of the pieces of Donald Trump’s campaign platform that attracted a lot…
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You met with your attorney. You signed a will, trust, or beneficiary designations that direct your assets in the manner you want. But there’s still one key piece missing –…
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This article was originally published on Forbes on December 9, 2016. Individual Retirement Accounts (IRAs) are great tax-deferred savings vehicles, but tax deferral isn’t the only benefit IRAs offer. One potential…
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Jim and his wife had a falling out. During a lengthy legal process, their divorce was not yet finalized when Jim passed away suddenly. He assumed his house, bank account,…
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I’ll bet most people look forward to meeting with their attorney about as much as they look forward to a root canal. Working with an estate attorney is often one of the…
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