Retirement

What Happens? 

We’ve been asked a few questions regarding what happens to those portions of your estate that aren’t treated consistently with what you say in your will.  Many people assume wills and trusts are the pillars of a perfect estate plan. However, asset titling–the way you own an asset–is just as critical. Conflict instructions can create […]

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New Law For 2024

If you own a small business or family office you could be required to report ownership details to the federal government… or face stiff penalties and possible jail time. The Corporate Transparency Act went into effect on January 1, 2024, and it requires otherwise unregulated companies to report information about “beneficial” owners, those who own

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