Month: June 2025

Recent Posts

• FinCen: New Reporting requirements are coming for certain transfers of Residential Real Estate October 9, 2025
• What I learned about transitioning an aging parent from home to a facility October 8, 2025
• Refresh: Why It’s Time to Refresh Your Estate Plan—and Your Memory September 2, 2025
• Why Parents Should Help Their Young Adult Children Create Powers of Attorney and a Will Planning Ahead is Smart, Loving, and Practical July 29, 2025
• Estate Planning After the One Big Beautiful Tax Bill: What Clients Need to Know July 8, 2025