The SECURE Act and SECURE 2.0 Act brought major changes to retirement accounts. Most beneficiaries can no longer use the “stretch IRA” for long-term tax deferral. Instead, they now face a 10-year deadline to withdraw funds. At first, it might seem less useful to name...
For many families, one of the most meaningful financial goals is helping children or grandchildren afford an education. Whether it’s college, private school, or even future graduate studies, the desire to create opportunity through education is often a central part of...
April 15th is a date that causes anxiety and distress for millions of people every year. Dealing with your personal income taxes can be daunting enough, but when you have a trust to account for as well, the added intimidation and stress can be overwhelming....
For parents of minor children, estate planning is about far more than simply signing a will. A major objective is to ensure that, if the unexpected happens, your children are cared for by the appropriate people and that the assets for their support are managed...
Discovery is one of, if not the, most important aspect of a lawsuit. Through the various tools outlined in the Rules of Civil Procedure, parties can uncover invaluable documents and testimony to aid in pursuing or defending against claims. A key part of this process...
Nonprofits have long played a vital role in addressing systemic inequities. However, recent legal changes have created uncertainty for organizations whose missions focus on identity-based communities, such as race, ethnicity, religion, gender, sexual orientation, and...
As we head into 2026, there are some important figures you and your estate planning attorney should be aware of. Each year, the IRS updates certain tax figures to account for economic changes such as inflation. Certain tax exemptions for 2026 appear much more generous...
Thinking about selling your company, great! We can help you understand the legal and tax issues and address the complexity contained in the transaction documents. Let’s review a few terms that may arise in either your discussions, or in the review and signing of the...
The holiday season is often described as a time of peace, joy, and love. And while that’s true for many, it’s also a time scammers eagerly anticipate. Each year, they become more sophisticated in exploiting the seasonal rush and the surge of consumer activity. Some...
Most people are aware of Wills and are at least somewhat familiar with how they generally work to ensure that your spouse, children, or whoever else you care about is provided for when you pass away. Fewer people are aware of how Trusts work in a more comprehensive...
