Mar 17, 2026
Key Takeaways for California Individuals and Families Seeking Asset Protection Read the full blog here: When somebody has amassed a significant estate through years of hard work and good fortune,…
Jan 09, 2026
Top 3 Key Takeaways Definition: UHNW stands for Ultra High Net Worth Individual Read the full blog here: In the first half of 2025, uncertainty about the future of the…
Dec 17, 2025
Top 3 Takeaways: Read the full blog here: Appreciating assets such as business interests can pose a double risk for entrepreneurs or investors in terms of protecting their wealth and…
Oct 11, 2025
Top 3 Takeaways for Business Owners & High-Net-Worth Individuals Read the full article here: Appreciating assets such as business interests can pose a double risk for entrepreneurs or investors in…
Oct 11, 2025
Top 3 Takeaways: Read the full article here: Passage of the One Big Beautiful Bill Act on July 4, 2025, ended an unwelcome period of uncertainty for estate planning by…
Sep 02, 2025
Top 3 Key Takeaways: Read the full article here: With the uncertainty surrounding the future of the lifetime gift and estate tax exemption, which is set to be cut in…
Jun 30, 2023
But, would you live for them? Dear Friends, As an estate planning lawyer, I deal with death everyday. Everyday, people in my life die, and our office gets “the call.”…
Mar 13, 2023
With the sudden closures of some major regional and industry-specific banks, many people are worried about their FDIC coverages for accounts held in trust. This is a good opportunity to…
May 24, 2022
What is the purpose of a Power of Attorney? If you are an adult with capacity, you, as the Principal, have the right to designate an Agent, sometimes called an…
Mar 09, 2022
Bye-Bye U.S., Hello Exit Tax! If you are a U.S. citizen thinking about relinquishing your U.S. citizenship, or if you are what is defined as a “long-term” green card holder…
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