by amanda | Uncategorized
The Corporate Transparency Act (“CTA”) was enacted as part of the National Defense Authorization Act and establishes that certain types of business entities must report to the Financial Crimes Enforcement Network (“FinCEN”) certain information...
by amanda | Uncategorized
Probate, the legal process of administering a deceased person’s estate, can be complex and challenging. Read More
by amanda | Uncategorized
While many think that crafting an estate plan like a will or a trust is a relatively straightforward matter, numerous considerations go into making an effective estate plan to provide for your loved ones. Read More
by amanda | Uncategorized
Ever had a lunch meeting with a potential business contact that didn’t go as expected? Maybe someone was late, or the chemistry was off. Regularly investing time in building relationships with key industry players, or Centers of Influence (COIs), is vital for a...
by amanda | 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...
