Have You Done Your Annual Business Updates?

It’s not uncommon in our office to sit down with a new business client, ask to see the corporate records, and have a thick, dusty, leather-bound binder from the 1970s dropped onto the desk with a thud. We get it; business owners are busy people. Especially in a...

IRS Blesses 2nd Marriage Planning Technique for IRA

The following article was written by Charles (Chuck) Rubin for JDsupra.com.  It details a new estate planning technique approved by the IRS that may prove useful to individuals in second marriages. A common issue in planning for marriages with prior children is how to...

Estate Planning Jargon: What Does it Actually Mean?

Confusion seems to abound among non-lawyers (and, unfortunately, some lawyers) about the various roles people or institutions can play in typical estate plans.  These are the “personnel decisions” in estate planning. Clients often question what it means, for example,...