A client forwarded us a CNBC article last week with a note: “Does this affect our trust?” It was a reasonable question. The article described a provision buried in the One Big Beautiful Bill that tax lawyers and accountants are calling a double taxation problem for trusts. They found it in a footnote of a […]

Tax season just made you look at your financial life honestly. All of it. Tax season forced it. You gathered documents, tracked down account statements, reviewed what you own and what you owe. Right now, in April, you are more financially clear-headed than you will be at almost any other moment this year. And here’s […]

You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging voice reminding you that you still haven’t created a will or trust or updated the estate plan you do have? As we enter 2025, it’s time to stop pushing those thoughts […]