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I commonly get the question from clients: “What is the best estate plan?” While it’s a very simple question, the answer is not so simple. To be completely honest, there really isn’t a “perfect” estate plan for everyone. Plan choices will vary depending on someone’s goals, ...
Read MoreFor years now, a surviving spouse has had the ability to claim the unused Estate Tax credit left behind by a deceased spouse. This credit is called a ...
View More“Do we have attorney-client privilege?” is a question that is asked of lawyers, routinely, within the first 5 minutes of meeting a new, potential ...
View MoreUntil recently, cryptocurrencies were seen as speculative investments and relegated to niche investors with a penchant for devouring whitepapers. ...
View More“In this world nothing can be said to be certain, except death and taxes.” The famous words of Ben Franklin in his letter to Jean-Baptiste Le Roy in ...
View MoreWe have all suffered through an incredibly difficult year. In the wake of the CoViD-19 pandemic, many of our clients have felt the sting of losing a ...
View MoreThe word ‘unprecedented’ is used routinely now. 2020 and the beginning of 2021 has not been business as usual in just about every respect. However, ...
View MoreEvery year we use our year-end newsletter for a brief moment of reflection on the passing year with an eye towards the future however, as we are all ...
View MoreElection day has now come and gone and it was certainly an election like none that I can remember. Then again why shouldn’t the presidential election ...
View MoreDeeds and titles may seem confusing or somewhat boring at first glance. Finding the key words and phrases in a sea of text is difficult; however, with ...
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