Possible Changes Ahead in Estate Tax Legislation
This week, Vice President Kamala Harris endorsed tax hikes aimed at creating nearly $5 trillion in tax increases over the next decade. ...
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Exciting Changes Ahead and Call to Action
To our Valued Clients and Colleagues, We hope that this message finds you well. We are excited to inform you that we are in the process...
Important Webinar
Join Emily Green, Ellevest’s head of wealth management, and Lara M. Sass, Esq. for a conversation about the ever-changing landscape of...
ANNOUNCING: New Document Concierge Service
We are excited to announce the launch of our new Document Concierge Service, designed to provide you with the ultimate convenience in...
Corporate Transparency Act
The Corporate Transparency Act (the “CTA”) was enacted by Congress as part of its on-going effort to combat terrorism, organized crime,...
Client Care Program
If you are an existing client and have not yet enrolled, please consider participating in our Client Care Program (CCP) ahead of looming...
Limited Window for Planning Opportunities
As of January 1, 2024, the federal estate, gift and generation-skipping transfer (GST) tax exemptions stand at $13.61 million per...
Future Proofing Your Family's Wealth: Webinar Recording Available to View!
The Great Wealth Transfer is history-making for women and their wealth. We want to make sure women are prepared for it. Lara Sass joined...
Future Proofing Your Family's Wealth: Free Webinar Thursday, March 14
The Great Wealth Transfer is history-making for women and their wealth. We want to make sure women are prepared for it. Join Emily Green,...
Take Advantage of Our Client Care Program in 2024
Problem: Looming Estate Tax Law Changes May Affect Your Plan Solution: Take Advantage of Our Client Care Program in 2024 We offer our...
Trust and Estate Planning for Women: Fresh Podcast from UBS
Lara recently sat down with Hannes Grascher, Senior Vice President at UBS, and Cristina DeBrito, Financial Advisor at UBS Wealth...
What You Need to Know in 2024
On behalf of our team, we want to ensure that you have the most up-to-date, relevant information for all of your trusts and estates needs.
Gift, Estate and GST Tax Update 2024
Gift, Estate and GST Tax Exemption Increases for 2024 The federal gift and estate tax exemption is the amount that an individual can give...
Prepare Now for Estate Tax Law Changes
As you may be aware, the current federal estate tax exemption is nearly $13 million, so that a couple may transfer almost $26 million...
We have expanded!
Hello, We hope that you had a great summer. As we move into the fall season, we would like to share some exciting news. We have expanded...
New Ruling Affects Buy-Sell Agreements
We are providing this Alert to our clients and colleagues to inform you that, following the judgment recently issued in the case Thomas...
The Biden 2024 Budget Proposal and Its Potentially Dire Impact
The Biden Administration recently released its fiscal 2024 revenue proposals which address many radical changes that would significantly...
"If You Fail to Plan, You Are Planning to Fail”
- Benjamin Franklin First and foremost, we wish all of our clients and colleagues much health, joy and prosperity in 2023! The pandemic...
Estate and Gift Tax Exemption and Exclusion to Increase in 2023
This will be the last informational newsletter that we circulate to all of our clients and colleagues. Going forward, these newsletters...
Introducing Our New Client Care Program
We were recently engaged by new clients following the death of the patriarch of their family. The patriarch had hired one of the top ten...
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