by: Tyler Rosser, JD. Wealth Strategist Death and Taxes…as vexing to confront as they are certain to occur.

“Good fortune is what happens when opportunity meets with planning.” – Thomas Edison Congratulations…To the well-guided, well-informed and well-planned families who have utilized ...

Your SLAT is not a ‘Fund and Done.’ Read on to learn the many ways you can transact business with your new family trust1.

At the turn of the 17th Century, William Shakespeare wrote his play, Much Ado About Nothing.

Last week, the House Ways and Means Committee finished its draft of proposed legislation to implement the 2021-2022 federal budget.

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 Plan.

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 reconciliation process.

We have heard it said that change is inevitable. It is the only constant in life and one change often requires another change.

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.

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 President-Elect Kamala Harris as the tie-b...

We are just over one week removed from Election Day and the final results of the 2020 election are still being tabulated.

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 and long-term...

In our article, The 2020 Estate Planning Trifecta, we discussed the perfect storm of elements that should drive clients to consider estate planning strategies.

By SCOTT M. SIMMONS, J.D., LL.M., Senior Wealth Strategist & Family Office Fellow and By DAVID M.

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 market, economic and tax law environment.

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 items: Durable Financial Power ...

The last two weeks have seen a flurry of federal and state announcements regarding tax relief and business measures related to COVID-19.

By JULIA S. WEAVER, J.D., LL.M., Chief Wealth Planning Officer & Family Office Fellow and JAY E.

Those who are victorious plan effectively and change decisively. They are like a great river that maintains its course but adjusts its flow.

When considering the appointment of a Trustee in connection with your estate plan it is vital that careful consideration be given to the selection of your Trustee.

Maybe it’s a lake home that’s been a family destination for generations, a place where grandchildren learn to ski and spend their days with cousins at the sand bar.

“All failure is failure to adapt, all success is successful adaptation.” Max McKeown,Adaptability: The Art of Winning in an Age of Uncertainty.