2022 Year End Newsletter
Dear Clients and Colleagues, As the fourth quarter of 2022 is drawing to a close, we recommend that you review your comprehensive wealth...
Read moreLatest News -Estate & Wealth Planning
DB Alert: CARES Act Tax Relief
As we’ve outlined in our previous Newsletters, President Trump signed into law on March 27, 2020, the Coronavirus Aid, Relief and Economic...
Read moreDB Alert – ILLINOIS TEMPORARILY ALLOWS FOR REMOTE NOTARIZATION AND WITNESSING DUE TO COVID-19
The Order (as supplemented by guidance issued by the Illinois Secretary of State) generally provides that: Illinois notaries may perform remote...
Read moreOnce in a Decade Estate Planning Opportunity
With the economic destruction of COVID-19 virus comes opportunity, a rare opportunity to very easily turn the negative into a positive from an...
Read moreSignificant Estate, Gift, and Income Tax Changes Proposed Under The “Build Back Better Act”
On September 13, 2021, the House Ways and Means Committee released a proposed tax bill (House proposal) as part of the Biden administration’s...
Read moreFor the 99.5% Act
In late March, the “For the 99.5% Act” (the “Act”) was introduced to Congress. The Act contains several additions, removals, and amendments to...
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