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 […]
May 20, 2020

The 2020 Estate Planning Trifecta

At times, the extremes of a negative event are matched by the extremes of a positive planning opportunity, and such is the case with our current […]
April 7, 2020

Critical Estate Planning Check-Up For Uncertain Times

IN BRIEF Our current environment reminds us of the importance of taking care of the basics when it comes to estate planning, in particular the following […]
March 31, 2020

Unpacking the Coronavirus Aid, Relief and Economic Security Act (CARES Act)

The last two weeks have seen a flurry of federal and state announcements regarding tax relief and business measures related to COVID-19. The Internal Revenue Service […]
March 5, 2020

Domestic Staff: Risks, Rewards and Retention

By JULIA S. WEAVER, J.D., LL.M., Chief Wealth Planning Officer & Family Office Fellow and JAY E. OUELLETTE, JR., CPA, CGMA, Private Family Services Supervisor Domestic […]
February 5, 2020

Does the SECURE Act Make Your Estate Planning Unsecure?

Those who are victorious plan effectively and change decisively. They are like a great river that maintains its course but adjusts its flow. -Sun Tzu On […]
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