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Lucille Ball: Dangers of Being the First to Die
Lucille Ball was the queen of television comedy to an older generation of Americans. Today, more than 70 years after ...
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Aretha Franklin: Too Much Estate Planning
Too little estate planning can put your heirs in a bind and tie up your estate in time-consuming and costly ...
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Gloria Vanderbilt: No Trust Fund Kids for Her
We are at the precipice of what is being called “The Greatest Wealth Transfer in History,” as baby boomers are ...
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Four Important Considerations If You Win the Lottery
On March 27, 2024, New Jersey state lottery officials announced the winning ticket of the largest lottery prize in the ...
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Estate and Legacy Planning Tips for the Suddenly Wealthy
Suddenly coming into money can be both a blessing and a curse. Whether you just signed a multiyear, multimillion dollar ...
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What Is a Dynasty Trust and Why Should You Consider One?
If you have significant wealth, one of the best ways to protect your family and transfer your wealth is through ...
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Should You Share Your Estate Planning Details With Loved Ones?
When you decide to create a comprehensive estate plan, there are many things to consider. One is whether to tell ...
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Testamentary Trusts: The Best of Both Worlds
You have several different options when it comes to creating the right estate plan. Some people believe that a revocable ...
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Why You Might Have an Estate Tax Issue Soon
The Countdown Begins: Will We Keep the $10 Million Exemption? The year 2026 is quickly approaching, bringing substantial changes that ...
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Client Alert: CTA Imposes New Small Business Reporting Requirements Effective January 1, 2024
As of January 1, 2024, a new law called the Corporate Transparency Act (CTA) has gone into effect, which may ...
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