While a Last Will and Testament is a critical part of an estate plan, it does not avoid the probate process and may not provide sufficient protection or flexibility in more complex situations. In many [...]
Acting as a Trust Protector, our attorneys provide clients with a level of independent oversight and flexibility during trust administration. In this role, we help ensure that the trust is being carried out according to [...]
The recent election outcomes have significant implications for estate tax planning, especially with the scheduled sunset of the Tax Cuts and Jobs Act (TCJA) in 2026. Currently, the federal estate tax exemption stands at $13.61 [...]
As you head into Q4, it’s the perfect moment to start optimizing your financial strategy for 2025 and beyond. As a business owner, staying ahead demands continuous adaptation. Implementing the right technology, developing a robust [...]
As estate tax laws continue to evolve, it becomes increasingly important to ensure that your assets are safeguarded for future generations. With emerging changes on the horizon, careful planning is necessary to mitigate potentially hefty [...]
Ensuring adherence to employment laws is crucial for establishing an equitable and just workplace. These laws encompass minimum wage standards, working conditions, and anti-discrimination policies, safeguarding the rights of workers. Complying with these regulations protects [...]
The intergenerational wealth transfer has begun, and baby boomers are poised to pass on over $68 trillion. Given the upcoming tax changes, we encourage our clients to carefully consider what implications this may have on [...]
An Asset Protection Trust is a strategic financial tool designed to safeguard assets from creditors and legal actions. Once assets are placed in this irrevocable trust, they can be shielded, preventing creditors from seizing them [...]
Effective March 1, 2024, the American Arbitration Association (AAA) has implemented noteworthy revisions to its Construction Industry Arbitration Rules and Mediation Procedures. These changes, designed to align with technological progress, streamline processes, and enhance clarity [...]
As a business owner, business and estate planning is essential for securing your future and ensuring the desired distribution of assets. Regular reviews and updates are crucial to ensure it still reflects your current wishes [...]
January 1, 2026 is a pivotal date in estate planning as the federal gift and estate tax exemption, presently at $12.92 million ($25.84 million for couples), is slated to drop to $5 million ($10 million [...]
