by Julia L. Cronin Many of our clients are first generation wealth builders with a passionate commitment to providing funds for the education of family members and pride in their ability to...
Matthew McClintock, founding partner of Evergreen Legacy Planning and executive managing director of Bespoke Services joined Stephan Livera on his podcast to chat about Bespoke's multi family...
Every year, the IRS releases a "Dirty Dozen" list of strategies it views as “schemes” to reduce or avoid taxation. In another blog post we wrote about Monetized Installment Sales, one of the...
As the old saying goes, the only things in life that are certain are death and taxes. One could add to that list the proliferation of tax scams claiming to reduce or eliminate a person's tax...
by Thomas F. RuBane, JD In 2017, Congress passed the Tax Cuts and Jobs Act (TCJA). Part of the TCJA dealt with the Unified Credit, which at that time stood at $5 Million. The Unified...
Matt McClintock co-authored an article with Jonathan Blattmachr and Vanessa Kanaga for the May 2022 issue of Estate Planning Magazine. The article discusses estate planning considerations in the...
by Julia Cronin, JD We counsel clients nearly every day about strategies to preserve their assets and enhance their privacy as a component of their comprehensive estate planning strategy. ...
What is trust “situs” and why does it matter? The residence of a trust is called the trust “situs” and it may be determined by a combination of factors, including the terms of the trust, the...
On November 15, 2021 President Biden signed into law the Infrastructure Investment and Jobs Act (the IIJA). This act has been widely reported on in the news, mainly for its provisions dealing...
In June 2021, Senators King (I-Maine) and Grassley (R-Iowa) introduced the bipartisan Accelerating Charitable Efforts (ACE) Act. If enacted, this proposed legislation would modify the charitable...