Education

Should I get a prenup?

Should I get a prenup?

Don't let love blind you, protect your financial future with a prenuptial agreement Prenuptial agreements, also known as premarital agreements or "prenups," are legal contracts that couples enter into before getting married. These agreements outline how assets and...

read more
New Year, New Planning Opportunities

New Year, New Planning Opportunities

Trust us, your future self will thank you As the new year begins, it's a great time to reflect on the past and start planning for the future. One important aspect of this planning should be considering your estate and tax planning. Here are a few reasons why the new...

read more
Year End Tax Strategies

Year End Tax Strategies

As the year comes to a close, it's important to start thinking about your tax strategy for the upcoming tax season. Our attorneys, Abboud Chaballout and Yaser Ali presented a webinar on year-end tax planning strategies last night, covering loss harvesting, roth...

read more
New Article – Religion and Estate Planning

New Article – Religion and Estate Planning

Managing attorney Yaser Ali co-authored an article with attorney Martin M. Shenkman about the history of religion and estate planning in Thomson Reuters Estate Planning Checkpoint Journal. This article provides a historical analysis of the intersection of religious...

read more
Wills v. Trusts – Top 3 Differences

Wills v. Trusts – Top 3 Differences

Top Three Differences Between a Will and a Trust! A will and a trust are two of the most common tools for transferring wealth transfer after death. Most people are familiar with a will. They're quick, easy, and important to set up, but far less people are...

read more

We counsel families and business owners with all of their estate, tax, and charitable planning needs. Contact us today to schedule your consultation.