November 11, 2020
Published by ekiser on November 11, 2020
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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
Published by Scott Evans on October 23, 2020
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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
Published by Scott Evans on August 19, 2020
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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
Published by Scott Evans on July 16, 2020
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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
Published by Scott Evans on May 20, 2020
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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
Published by Scott Evans on April 7, 2020
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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
Published by Scott Evans on March 31, 2020
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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
Published by Scott Evans on March 5, 2020
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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
Published by Scott Evans on February 5, 2020
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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 […]
