Wednesday, September 26, 2018
Putting an estate plan in place is an investment of time and money, but is well worth it to ensure that one’s wishes are carried out.
Thursday, April 5, 2018
It's difficult to find a more challenging life event than the passing of a loved one. Between the emotional toll it takes on you and your family, combined with the pressure that comes with potentially serving as an executor, you may find yourself wondering where to begin.
Friday, January 12, 2018
As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.
Thursday, December 21, 2017
Congress passed the final version of the pending tax legislation, which will now move to President Trump's desk for signature. The bill is the largest rewrite of the U.S. tax code in three decades, and will have broad implications for individuals, families, and businesses.
Thursday, October 13, 2016
Last month, the IRS issued proposed regulations that, if finalized, will dramatically impact future planning options for Family Companies (LLC’s, Limited Partnerships, General Partnership, and Corporations).