Where To Begin With Estate Planning What if you are no longer able to control your assets due to health concerns? Your estate plan should detail who can access and manage your assets as your proxy. Ideally, this person or persons should be the same people who will eventually inherit your estate. Everyone should have...Read More

Do You Have A Will? Gifting and Estate Planning aren’t always top of mind. Estate planning is something you should think about long before retirement. There are several aspects to estate planning. Gifting is one of them. Gifts are subject to certain tax rules. Gifting assets can be beneficial to your estate in several ways....Read More

Contrary to the popular belief of Hollywood filmmakers, divorce doesn’t always have to be a knockdown, drag-out fight between two people whose love for one another has withered away. In fact, many divorces resolve amicably, by two people who simply realized that a life together was no longer the best option for them. In these...Read More

It is very rare that any divorce is finalized without at least a few challenges. And when it comes to couples with significant wealth and assets, the divorce process involves many unique hurdles that must be overcome before the next chapter in life can begin. If you’re facing a high-asset divorce, effectively addressing each of...Read More

The end-of-year holidays often cause couples to forego making decisions about divorce. Whether it’s nostalgia, money or not wanting to upset the kids, it was easy to put off a decision. But now, reality sets in and bills from holiday spending start to roll in. Likewise, the New Year often brings with it a spike...Read More

The snow has melted and spring has officially arrived. What does that mean? Tax season is upon us! Around this time every year, we often hear from clients who have a variety of estate planning questions that all boil down to one simple query: What can we do to limit our taxes? While we aren’t...Read More