Understanding the “Big Picture” of Your Estate
Integrating a family’s estate diagram with personal financial statements creates a useful planning tool, especially for individual family members who prefer visual depictions to narrative descriptions.
Decanting a Trust
Drafting trust terms to document your wishes is a complex and challenging process. The language you use is critical and will determine the degree of flexibility your trustees and heirs will have in the future.
Because every family is unique, we tailor our education delivery to each family’s specific needs.
Tax Alert – Build Back Better Act
The Build Back Better Act has been approved by the House of Representatives and is now being reviewed by the Senate.
Items to Consider in a Marital Agreement
Rhona Vogel on Items to Consider in a Marital Agreement, recorded during Family Business Magazine's Transitions Spring 2021 Conference
Reframing the Prenup as a Marital Agreement
Shannon Zur on Reframing the Prenup as a Marital Agreement, recorded during Family Business Magazine's Spring 2021 Transitions Conference.