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

You’ve just purchased a new vacation property, and you hope to list it throughout the years as a vacation rental. Maybe you haven’t had time…

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

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

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

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

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

Clients often ask: What do I do with my estate planning documents now that I’ve signed them?  Short answer: DON’T LOSE THEM!  Truth is, there…

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

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