Crossover Issues in Estate Planning and Family Law

The Setting Every Community Up for Retirement Enhancement Act (“SECURE Act”) has changed retirement planning significantly and unexpectedly. The bulk of the changes apply to retirement plan participants who die after December 31, 2019 &ndash...

Harnessing the energy and ambition that tends to surface at the start of a new year, now may be a good time to consider your personal estate and business succession planning. Developing a plan...

As wine families tend their grapes, so too should they tend their business succession planning. Wineries and vineyards are unique assets to consider when crafting personal financial, estate and business succession plans for clients...