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As the coronavirus (COVID-19) crisis continues to unfold and impact more aspects of our day-to-day lives, many of our clients have been reaching out to our law firm to get advice regarding how to ...

The Internal Revenue Service (IRS) watches the transfer of wealth carefully, and certain gifts can trigger gift taxes. Nevertheless, there are 3 easy ways you can avoid IRS gift taxes: Understanding ...

There is an old quote, attributed to Andrew Carnegie, that says, “. . . shirtsleeves to shirtsleeves in three generations.” It sounds a bit cryptic today, but essentially, it means that anything you ...

According to a 2019 survey conducted by the Pew Research Center , 7% of surveyed adults lived with an unmarried partner, up from 3% in 1995. More people are entering long-term committed relationships ...

The Internal Revenue Service (IRS) watches the transfer of wealth carefully, and certain gifts can trigger gift taxes. Nevertheless, there are 3 easy ways you can avoid IRS gift taxes: Understanding ...

The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting patient information and privacy. For minors, ...

The wealth, property, and investments we accrue over a lifetime are often significant. While you have carefully managed your finances through the years, there may eventually come a time when you ...

After you pass away, your assets and property will be distributed to the beneficiaries named in your will or the state’s default distribution scheme. Following the death of a loved one, most people ...

When a person’s estate passes through probate after their death, it can be subject to a number of different expenses, such as fees for attorneys, executors, appraisers, and accountants. Depending on ...

Does your real estate portfolio include properties in addition to your primary residence? If so, the type of ownership you have over your real estate can vary depending upon several key factors. Let’s ...

The Internal Revenue Service (IRS) watches the transfer of wealth carefully, and certain gifts can trigger gift taxes. Nevertheless, there are 3 easy ways you can avoid IRS gift taxes: Understanding ...

There is an old quote, attributed to Andrew Carnegie, that says, “. . . shirtsleeves to shirtsleeves in three generations.” It sounds a bit cryptic today, but essentially, it means that anything you ...

According to research on generational wealth and asset management, one of the most significant risks to financial security for future heirs is a lack of preparation and communication about their ...

Confused about the differences between a will and a trust? If so, you are not alone. While it is always wise to contact experts like us, it is also important to understand the basics. We’ve prepared ...

Confused about the differences between a will and a trust? If so, you are not alone. While it is always wise to contact experts like us, it is also important to understand the basics. We’ve prepared ...