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The White House

Implications of New Leadership in the White House

Regardless of the outcome of this election, we can be certain that the future of estate taxes is…
family business

New Proposed Regulations Under Code §2704

On August 4, the Treasury Department issued long-awaited Proposed Regulations on valuation discounts for family-owned businesses under §2704…
Operating Agreement

Why Do I Need an Attorney to Draft an Operating Agreement?

The first rule of any new business is to maximize profits while avoiding any unnecessary expenses.  Unfortunately, legal…
Divorce

Estate Planning after Divorce

Divorce will involve serious and important questions related to minor children, division of assets, and financial support.  Often,…
Estate Plan

What to Look for in an Estate Planning Attorney

You probably realize that you need estate planning of some kind, whether it’s a simple document naming someone…
A table displaying age, percentage disabled, and average duration of disability, for ages 25 to 50, sourced from the 1985 Commissioner's Disability Table A (CIDA).

Underestimating the Risk of Disability – The Importance of Being Prepared

No one likes to think about the possibility of their own disability or the disability of a loved…
Illustration of a man in a suit sitting at a desk with a sign that reads "Non-US Citizens" and a blank yellow speech bubble. The image is titled "Non-US Citizen Planning.

What Every Estate Planner Should Know About Planning for Non-US Citizens

Pablo and Lena Rodriguez are wealthy South Americans who have three children, ages 18, 17, and 15, who…
Calculator, colorful paper clips, and a pen resting on financial documents labeled "Business" with a focus on financial analysis tools.

What is an LLC and What are the Advantages?

The Limited Liability Company (LLC) is a flexible form of entity that is designed to provide the protective…
A realistic illustration of Earth cradled by a vibrant green leaf, symbolizing environmental care, set against a dark background.

Offshore Asset Protection Trusts

We set up and structure Offshore Asset Protection Plans utilizing and Offshore Asset Protection Trusts. We normally prefer…
Two hands held up against a cloudy sky, painted with a colorful world map spanning across both palms, representing global unity and ecological awareness.

Doing Business Offshore

Many business owners and investors either have opportunities or are interested in developing opportunities by doing business offshore.…