The Human Aspects of Estate Planning


Estate planning for your beneficiaries

Estate planning — particularly for highly compensated individuals and business owners — is often perceived as a complex process of entities, legal documents and tax law complia ...

How Divorce Affects Your Asset Protection Strategies


asset protection during divorce

When you’re creating asset protection strategies, you must consider the possibility of divorce and how it can affect your financial health. In matters of the heart, no one ever w ...

3 Reasons You Should Make Charitable Contributions Now


charitable contributions

Charitable contributions are a powerful tool for making positive changes in the world. For highly compensated individuals and business owners, the benefits of your financial donati ...

Tax Attorney Tips: Keep 2019 Tax Deadlines in Mind to Avoid Penalties


tax attorney tips

As 2018 winds down, the 2019 tax deadlines loom large. Minding these deadlines is the best way to avoid penalties and stay off the IRS’s radar. The dates that matter for your fil ...

Advanced Estate Planning: 7 Things You Should Know About a Will


advanced estate planning

In advanced estate planning, tax advisors help high-net-worth clients identify the most effective strategies and tools for transferring their assets. Sometimes called inheritance p ...