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New FinCEN Rule: Reporting Certain Real Estate Transfers Starts March 1, 2026
Big changes are coming to residential real estate transactions. Beginning March 1, 2026, the U.S. Department of the Treasury’s Financial…
What Does an Estate Planner Really Do?
Most people assuMost people assume “estate planning” begins and ends with drafting a will. In reality, comprehensive planning sits at…
The Personal Property Memorandum: Because Nobody Should Fight Over Your Belt Buckle
Estate planning is serious business. But that doesn’t mean everything in your estate plan has to feel like a funeral…
Slayer Statutes: How Texas and California Treat Your Killer’s Inheritance
Lessons from the Reiner Case I recently read that Nick Reiner’s “Hollywood” attorney resigned and has been replaced with a…
Protecting Children Through Thoughtful Estate Planning: A Christmas Season Reflection
The Christmas season has a way of sharpening our focus on the people who matter most. As a parent of…
What the Vanderbilts and Rockefellers Teach Us About Generational Wealth Strategy
When people talk about old money, two family names almost always surface: the Vanderbilts and the Rockefellers. Both dominated the…
You are in Good Hands – or Are you? Why You Should Name Your Trust or LLC as an Additional Insured
We recently had a client tell us that her neighbors who own a home in the Pacific Palisades were told…
FinCen: New Reporting requirements are coming for certain transfers of Residential Real Estate
What is FinCen? FinCen is a bureau within the U.S. Department of the Treasury, tasked with safeguarding the U.S financial…
What I learned about transitioning an aging parent from home to a facility
I recently moved my mother from her home in the city where she lived for over 65 years, to an…
Refresh: Why It’s Time to Refresh Your Estate Plan—and Your Memory
When was the last time you looked at your estate plan? If your answer is “not since I signed it,”…
Why Parents Should Help Their Young Adult Children Create Powers of Attorney and a Will Planning Ahead is Smart, Loving, and Practical
Your child just turned 18. Maybe they’re headed off to college next month, starting a new job, or taking a…
Estate Planning After the One Big Beautiful Tax Bill: What Clients Need to Know
The passage of the “One Big Beautiful Tax Bill” (the OBBTB) this last week marks a seismic shift in the…