The Christmas season has a way of sharpening our focus on the people who matter most. As a parent of four children, I feel this…
When people talk about old money, two family names almost always surface: the Vanderbilts and the Rockefellers. Both dominated the Gilded Age. Both shaped American…
We recently had a client tell us that her neighbors who own a home in the Pacific Palisades were told by their insurance company that…
What is FinCen? FinCen is a bureau within the U.S. Department of the Treasury, tasked with safeguarding the U.S financial system, and countering money laundering,…
I recently moved my mother from her home in the city where she lived for over 65 years, to an assisted living facility nearby. My…
When was the last time you looked at your estate plan? If your answer is “not since I signed it,” you’re not alone. Many people…
Your child just turned 18. Maybe they’re headed off to college next month, starting a new job, or taking a gap year to travel. It’s…
The passage of the “One Big Beautiful Tax Bill” (the OBBTB) this last week marks a seismic shift in the estate, gift, and generation-skipping transfer…