Firm News

When developing an estate plan, most people have a solid idea of who they want to receive their most personal assets, from the family home to the coveted baseball card collection. However, very few people tend to think about how creditors can easily take away those...

Many people come to America with large hopes and dreams, including starting a company of their own. Many of the top corporations in the United States started with first-generation immigrants, such as Google, Yahoo and Telsa. It begs the question of how new U.S....

Some people take extensive care of their estate plans, spending months or years crafting the perfect plan, ensuring that each asset will pass smoothly to heirs and beneficiaries. Often this involves a regular review of estate planning documents. However, details can...

Families are a major part of anyone's life, so it makes sense that our families play a huge role in our legacy afterward. Our estates are typically designed to pass along and protect assets, so we can transfer them to our closest relatives. But what do we do when the...

Small business owners are adapting quickly to the world's new norms. Whether it's shifting business to online commerce or conducting meetings through Zoom, business owners, as always, have to think quickly to keep their business alive. Also, more entrepreneurs are...

Most people perceive their investment portfolios as deeply personal and specific to their taste. You are the person who agrees to make the purchases, and you reap the benefits from those investments over time. However, your investment portfolio can also provide...

In matters of estate planning, you want to make sure that you are leaving a loving legacy that reflects good intentions and a positive message. However, there are many ways that parents can leave the wrong message, especially if their final wishes cause resentment...

Estate planning is often associated with assets like homes, cars, businesses, personal property and bank accounts. It's less common to hear about how digital assets play a role in estate planning. What could be classified as digital assets, and how would you work that...

The world is always changing. However, the recent crisis has turned the world upside down and asks everyone to think on their toes. Unfortunately, one detail that gets lost amid immense change is tax planning. Despite the current crisis, taxes aren't going away. It's...

Power of attorney is an excellent tool for estate planners. However, many people are unaware of how versatile the tool is for individuals and estates. Before creating a power of attorney, it's important to understand its purpose and how to use it in a way that is...