Holiday Newsletter 2021

I’ve had the privilege of working with some of the finest business people in the world over the last 45 years. During that period of time, we have built a superb law firm organization to service the income tax, business and estate planning needs of those families and businesses. Read More

As a result of the Covid-19 pandemic, more and more people have taken interest in protecting assets and planning for the future. Luckily, technology has evolved so rapidly that it’s now possible to secure cookie-cutter estate planning documents in just minutes. Read More
On December 11th, the Senate Finance Committee released its text of the Build Back Better Act. While the text contains some provisions that are in line with the House’s text of the bill, there are deviations as well. Read More
As we near the end of 2021, Congress is still considering a large package of tax changes that could increase taxes in 2022 for wealthier taxpayers while potentially reducing taxes for low to middle-income taxpayers. Referred to as the Build Back Better Act, the details are still subject to substantial change as legislators continue to negotiate. As of December 20, 2021, it does not appear the Act will pass in its current form due to Senator Manchin's objection. Read More
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The death of a loved one often comes suddenly and may cause strong and overwhelming emotions. And while everyone processes loss differently, it’s common to be anxious when it comes to what steps to take next. Whether you are the person responsible for handling all of the affairs or are simply assisting a family member or friend, here is a list of the most important tasks that need to be considered when a loved one dies.