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Social Security is best known for its retirement benefits, and for good reason. It is the largest retirement program in…

You’ve just purchased a new vacation property, and you hope to list it throughout the years as a vacation rental.…

According to data from the U.S. Census Bureau, 42 million Americans have been married more than once. Historically, nearly 75%…

What is a Pass-Through Business Entity? According to the Internal Revenue Service (IRS), a pass-through entity is a business that…

The Corporate Transparency Act of 2020, passed on January 1, 2021, was designed to help prevent companies from concealing their…

Often in these times of crypto, start-ups and other wealth creation, parents require and their children are willing to ask…

If you own a small business, developing your succession plan is a critical element of business planning. However, many business…

Clients often ask: What do I do with my estate planning documents now that I’ve signed them?  Short answer: DON’T…

An opportunity to avoid an increase in estate taxes President Biden recently revealed his 2024 budget bill. Not surprisingly, a…

For the estate planning practitioner to effectively do his or her job, it is important to understand how family law…

Parents with disabled or incapacitated children often worry about how their children will manage when they are no longer here…

Trusts have been around for centuries, with their foundations dating back to Roman Law. Today, the Revocable Living Trust is…