by amanda | Dec 10, 2023 | Uncategorized
As Thanksgiving approaches, we are faced with reminders to express gratitude for the blessings in our lives – family, friendships, kindnesses bestowed upon us and the means to meet our everyday necessities. This season prompts reflection, encouraging many to...
by amanda | Dec 4, 2023 | Uncategorized
Divorce can be a challenging and emotionally draining experience, leaving individuals with numerous legal and personal matters to resolve. Amidst all the turmoil, it is vital for people to understand the significance of updating beneficiaries on various accounts and...
by amanda | Dec 2, 2023 | Uncategorized
Charitable gifts offer a great opportunity to reduce income tax liability. When a taxpayer makes a charitable contribution, typically they get an offsetting charitable income tax deduction. Unfortunately, that offsetting deduction doesn’t always end up reducing...
by amanda | Dec 1, 2023 | Uncategorized
We have certainly had our share of turbulent waters in the estate planning world from 2020-2022. With two significant elections, it is hard to remember a previous time with such substantial uncertainty about how tax planning and estate planning would evolve. That...
by amanda | Nov 30, 2023 | Uncategorized
In the case of a breach of trust, it is a principle of equity that the laches period, or the applicable statute of limitations period, as the case may be, does not commence to run against the beneficiary until the trustee “openly” makes the beneficiary...
by amanda | Nov 30, 2023 | Uncategorized
Many high-net-worth individuals and families use a private trust company (PTC) when looking to structure their family wealth. Read More
