April 30, 2021

Summary of President Biden’s Tax Proposals as of April 2021

At President Biden’s address to the joint session of Congress on April 28, 2021, he discussed the framework of his plan to fund the “American Families […]
April 12, 2021

Second Bite At the Reconciliation Apple

With the Senate divided 50-50, it was expected that any changes to the tax code would need to be accomplished via the use of the Senate’s […]
March 19, 2021

Trust Modifications – Changing With the Times

We have heard it said that change is inevitable. It is the only constant in life and one change often requires another change. These change factors play […]
January 22, 2021

2020 Is Over — Now What?

As the sun finally sets on 2020 some may take the time to look back and reflect, ultimately concluding, “I’m glad that’s over.” In a year […]
January 7, 2021

The Time to Act Is Now

After two months, Election 2020 has finally come to an end. The sweep of the Senate runoffs in Georgia by the Democratic candidates will, with Vice […]
November 11, 2020

Election 2020: Outcome Still Cloudy but the Fog Is Lifting

We are just over one week removed from Election Day and the final results of the 2020 election are still being tabulated. Announcements of the initial […]
October 23, 2020

Low Interest Rates and Charitable Planning Strategies: Turning Lemons into Lemonade

Previously, as part of our series of articles, The 2020 Estate Planning Trifecta and Sprints, Marathons and Hurdles: Estate Planning Techniques for 2020, we explored short-term […]
August 19, 2020

Sprints, Marathons and Hurdles: Estate Planning Techniques for 2020

In our article, The 2020 Estate Planning Trifecta, we discussed the perfect storm of elements that should drive clients to consider estate planning strategies. These include: […]
July 16, 2020

Planning for the Shifting Sands of Taxes

By SCOTT M. SIMMONS, J.D., LL.M., Senior Wealth Strategist & Family Office Fellow and By DAVID M. LEWIS, CFA, CAIA, Managing Director & Oxford Investment Fellow Last week, Joe […]
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