09
Nov
CEO MUSINGS: Lifetime Gifting
by Mike Hoffman, Esq., CPA You hear about it all the time. You should consider
20
May
THE CHALLENGES OF A “CHALLENGING” WILL
by Juli Findling, Senior Paralegal Wealthmanagement.com Senior Editor, David Lenok, hosts a very interesting and
13
May
What are the “Triggers” of a Gun Trust?
by J. Hunter Moreland, Associate Attorney According to a 2021 survey, approximately 32% of
22
Dec
Musings from the CEO: Pay the Darn Light Bill!
Mike Hoffman, Esq., CPA I’ve had the privilege of working with some of the
22
Dec
What’s in the Senate Finance Committee’s Build Back Better Act?
By Emily Dabney, Esq. On December 11th, the Senate Finance Committee released its text
What To Do When Someone You Love Dies
By Juli Findling, Paralegal The death of a loved one often comes suddenly and may
DIY – Good for Your Backyard, Not Your Estate Planning
By Hunter Moreland, Esq. As a result of the Covid-19 pandemic, more and more people
30
Sep
2021 Proposed Tax Reform
On September 13, 2021, the House Ways and Means Committee released a proposal for
22
Sep
What is a Step-Up in Basis?
We refer to the purchase price of an asset as “basis.” Capital gains tax
25
Aug
Business Owners- What to Consider Before Trademarking Your Own Name
A trademark is a word or image that serves to inform consumers of the
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