The Corporate Transparency Act is legislation that is going to touch all high net worth clients in 2024. This is like KYC procedures on steroids and investors need to be aware of it.Attorney, STEPHE

State Estate Taxes State Estate taxes can be a nasty surprise- especially with the disconnect between State and Federal Exclusions. Currently, the Federal Exemption stands at $12.92mm per person.

Crisis Management in the Wealth Space Lawyers, Accountants, Wealth Advisers and other advisers are used to dealing with difficult situations all at the heart of their specialty. But often, the a

Why Do You Podcast? And How Does It Help in the Wealth/Law Space? Why do I do it? Whats involved? How does it interact with your career? Should I do it? (YES- At least try it) How did

In this episode, I recount my experience in taking the plunge and jumping from a stable, large bank job to swim in some different waters. "Funding the Pivot" was written a few years ago as I was doing

The FAMILY OFFICE a term that is surrounded by mystique. It conjures notions of massive wealth, mahogany infused offices, private jets and money that has reached escape velocity. When one probes

We are now into 2023 and it's turning into is a unique wealth planning environment Families are dealing with volatility and depressed asset values. We have extremely generous Federal Estate Tax Exe

Casual investors understand that states approach taxation of its citizens differently and can have different approaches to raising revenue. However, in the last month, there has been a shift in the

We are all familiar with the labyrinth of the healthcare system: The paperwork, the confusion and the cost can be overwhelming. One of the blind spots in wealth management at all levels is the advice

With the end of the year approaching, the focus of HNW and Family Office Space has turned to intergenerational planning. One of the ideas on the minds of many families is providing for future gener