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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…
Entity Comparison Chart
Use this chart to quickly compare entity characteristics before you decide on an entity to protect your assets Sole…