Preserving Family Legacy Through Communication

Transforming Estate Planning Through Communication Part 2: Preserving Family Legacy Through Communication Welcome to the second installment of our series, where we focus on the indispensable role of communication in preserving a family’s legacy through estate...

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...

The Importance of Communication in Estate Planning

Transforming Estate Planning Through Communication Part 1: The Importance of Communication in Estate Planning Welcome to the first installment of our enlightening series focused on the pivotal role of communication in estate planning. Here, we delve into why effective...

Fairness vs. Equality: Having the Right Balance

Fairness vs. Equality: Having the Right Balance Fairness and equality stand at the heart of decisions about whom to give to and what to distribute in estate plans. While distributing assets equally among beneficiaries may seem straightforward, adjusting them to...