Posted on: September 17, 2023
In the modern financial landscape, where the rise of startups and volatile investments can lead to sudden wealth, many young individuals are unexpectedly thrust into the realm of significant assets. While the initial euphoria of such a windfall can be exhilarating, it's crucial to approach this newfound wealth with a strategic mindset. This article will […]
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Posted on: August 24, 2023
Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?
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Posted on: August 20, 2023
Fraudsters and scam artists are nothing new, but changing tools and technology make it easier for scammers to target their victims, especially seniors. To protect your aging parents (or yourself) from these financial scams, it's crucial to equip yourself with the knowledge of how these scams work and what your loved ones need to know […]
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Posted on: July 31, 2023
Among the key benefits of having a will and estate planning lawyer is the peace of mind that comes with knowing your affairs are in order.
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Posted on: July 27, 2023
When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.
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Posted on: July 26, 2023
A primary goal of most married couples when contemplating basic estate planning documents is to ensure that the surviving spouse, and commonly, the couple's children and grandchildren, are supported financially.
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Posted on: July 25, 2023
The family vacation home is often a point of pride, a place for reconnecting and making memories. A vacation home, whether it’s in the mountains, near the sea, on a lake, or on a farm, can have sentimental as much as economic value.
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Posted on: July 23, 2023
The “step-up” in basis has to do with the calculation of the capital gains on the sale of property.
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Posted on: July 17, 2023
This sunsetting creates a big imperative for business owners to take a closer look at tax planning, and not treat a grim fiscal inevitability like another unfortunate surprise.
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