Meet The Author Aaron Waxman Partner Aaron is a Partner based in the San Francisco office. He provides comprehensive investment and planning advice to individuals. While Aaron works with a wide... Learn More
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Estate Planning Not Worried About Federal Estate Taxes? Ten Reasons You Still Need an Estate PlanEstate planning is crucial for all adults, not just those with taxable estates. From addressing income tax considerations to managing digital assets, estate planning ensures…
Estate Planning Promissory Notes: A Way to Lock In Estate Tax Exemption AmountsGift and estate tax exemption amounts are may sunset at the end of 2025. For those wary of losing control over significant traditional assets, promissory…
Estate Planning Sell Your Business and Create a Family LegacyThe sale of a business often represents the largest financial event in the business owner’s life. Partner Paul Chmielewski discusses the important pre- and post-sale…
Estate Planning Reading Between the Lines: Crafting A Compassionate Letter of Instructions for Your Testamentary WishesWhile legal documents provide the structural framework for your estate planning, a compassionate letter of instructions captures the nuances of your personal wishes, ensuring clarity…