CTA Imposes New Small Business Reporting Requirements for 2024

  CTA Imposes New Small Business Reporting Requirements for 2024  Small business owners will have one more item on their compliance to-do list when the Corporate Transparency Act (CTA) takes effect next year. The CTA,[1] enacted as part of the Anti-Money Laundering...

Estate Planning: The Symphony of Wealth Management

Estate Planning: The Symphony of Wealth Management Estate planning for the affluent is akin to conducting a complex symphony, requiring harmonious integration of various instruments – or in this case, assets. It begins with a comprehensive evaluation of all...

Clients Who Have Outgrown their Estate Plan

Clients Who Have Outgrown Their Estate Plan As estate planning attorneys, we work hard to set up estate plans that fit a client’s needs and ensure that everything works together for the client and their loved ones. Estate plans remain effective as long as they...