Monthly Newsletter

Between a pandemic, inflation, interest rates and potential recession, there’s not an entrepreneur on the planet who hasn’t had to tear up at least part of their business plan over the past three years. Now, with economic concerns continuing for the...

One way for high net-worth (HNW) and ultra-high-net-worth (UHNW) families to carve out an equal helping of the estate planning pie – and to reduce tension among family members – is with trusts....

In today’s world of overlapping family structures, it is possible for an individual to have more than one spouse simultaneously for purposes of entitlement to certain assets at death. ...

For pet owners, the question in the title of this article may be of significant concern. A family pet, especially if owned for many years, may be considered part of the family....

A succession plan would detail the business owner’s desires with respect to the management of the business and the disposition of their shares....

In some Wills, the appointment of an executor is conditional upon a survivorship period, for example, thirty days....