Wealthy American families are rushing to relinquish wealth before the end of 2025 when Trump’s 2017 estate tax cuts are set to expire. Families with a net worth of approximately $10 million or higher are working with their...more
For so many of us, pets are part of the family. Everywhere you go, people bring their dogs along these days; and many pets, such as birds and tortoises, have long life spans. ...more
As an Estate, Wealth & Succession attorney, I often assist individuals with a variety of matters ranging from basic estate plans to more complex business succession arrangements. Frequently, when assisting families with...more
7/15/2022
/ Adoption ,
Asset Management ,
Beneficiaries ,
Estate Planning ,
Family Members ,
Financial Planning ,
Foster Children ,
Gay Rights ,
Inheritance ,
Obergefell v. Hodges ,
Same-Sex Marriage ,
Wealth Management
Markets have been unstable for months, causing investors to be on edge with good reason. Already this year, the stock market has fallen and wiped out over $3 trillion in retirement savings....more
6/30/2022
/ 401k ,
Asset Management ,
Employee Benefits ,
Financial Markets ,
Investment ,
Investment Management ,
IRA Rollovers ,
Market Volatility ,
Retirement Plan ,
Risk Mitigation ,
Wealth Management
WHAT IS CRYPTOCURRENCY?
Cryptocurrency is a digital asset that is created and traded online. Miners (computer operators) establish new units of digital currency and record them on a blockchain, a string of verified public...more
4/11/2022
/ Asset Management ,
Beneficiaries ,
Beneficiary Designations ,
Cryptoassets ,
Cryptocurrency ,
Estate Planning ,
Inheritance ,
IRS ,
Non-Fungible Tokens (NFTs) ,
Popular ,
Transfer of Assets ,
Wealth Management