Individuals and Families Understanding Your Medicare Options February 14, 2023 - Soon-to-be retirees about to turn 65 have an important choice to make regarding their health insurance. Specifically, do you go with traditional, public-sector Medicare, or…
Economic and Market Outlooks What’s On Our Minds This Week Though framed as a global trade policy, the Trump administration’s tariff strategy chiefly targeted China, whose economic fragility and leadership’s sensitivity to national pride may lead to concessions during potential bilateral negotiations—though both sides must be willing to compromise.
Estate Planning Estate Planning Documents Everyone Should Have The basic message is that most people think estate planning is important but are often confused about how to get it done. So, what are the basic estate planning documents every adult should have?
Individuals and Families Sudden Wealth Planning Partner Matt Olver shares practical tips for people who experience a sudden financial windfall.
Corporations When It Comes to LLCs, Pay Attention to Liability Direction When properly structured, the use of SMLLCs in conjunction with an MMLLC provides important upward and downward liability protection benefits while reducing the number of tax returns that need to be prepared.
Incentive Stock Options Should You Consider Exercising ISOs Now? While tech stocks have had a challenging start to 2022, this environment could present an opportunity for you to take advantage of their incentive equity.
Estate Planning Trustees: Risk Mitigation and Best Practices (Part 1) Whether you are acting as an individual trustee or a trustee under a private trust company, understanding the risks and responsibilities is critical to serving as a trustee.
Corporations Is Your Business Sellable? Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve been running their company isn’t attractive to prospective buyers or that they will only buy the business at a meaningful discount.
Estate Planning Expanding Your Estate Planning Toolbox With SLATs Some married couples are concerned about gifting strategies that involve the loss of control of assets during their lifetime.
Cross-Border Planning Why Major U.S. Brokerage Firms Are Closing Accounts Owned by Foreign Residents Many expats and multi-national residents are working with investment firms that are increasingly abandoning this service. We explore why firms are discarding these complex clients, and what people should do next.
Register Now: Q2 2025 Economic & Market Outlook Webinar May 6, 2025 - Join our Investment Office for a timely webinar exploring recent market volatility, economic uncertainty, and what it means for investors.
Estate Planning 10 Ways to Protect the Wealth You Have Built May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…
Economic and Market Outlooks What’s On Our Minds This Week May 6, 2025 - Though framed as a global trade policy, the Trump administration’s tariff strategy chiefly targeted China, whose economic fragility and leadership’s sensitivity to national pride may…
