Case Studies
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.
Assignment: Education
Because every family is unique, we tailor our education delivery to each family’s specific needs.
Articles
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.