News & Resources

Many married couples have estate plans which take advantage of the federal and state estate tax exemption of the first spouse to die by holding that exemption amount in what is commonly known as a “credit shelter trust”...

Congress enacted the Corporate Transparency Act (CTA) on January 1, 2021, as part of the National Defense Authorization Act.  On December 8, 2021, the U.S. Department of the Treasury’s Financial Crimes Enforcement Network...

Most people are aware that investment accounts and bank accounts can be registered with a beneficiary designation.  These designations are referred to as TOD/POD (transfer/payable on death).  They were made possible when...

It is customary for business founders to select a limited liability company or an S corporation as the entity for their start-ups.  The allure is straightforward  —  neither entity is taxable, and the income of the...

The world of estate planning is ever changing, and what may have been the proper way to set up a trust for a special needs individual may be different now than it was a few years ago.  It is important to ensure that any...