by Keenan P. Call, JD, CPWA®, ABFP®, Director, Family Office Services Estate planning, when approached thoughtfully, is about much more than transferring assets—it’s about preparing

In 1789, Benjamin Franklin wrote “In this world, nothing is certain except death and taxes.”  Today he might add, “and Congress will continuously change the

by Keenan P. Call, JD, CPWA®, ABFP®, Director, Family Office Services Traditional finance assumes people make rational decisions. However, real-world financial decisions are often influenced

Once again, the Corporate Transparency Act (CTA) enforcement has changed. They previously announced a filing deadline of March 21, 2025 for most companies, while also