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...

Join Emily Green, Ellevest’s head of wealth management, and Lara M. Sass, Esq. for a conversation about the ever-changing landscape of...

We are excited to announce the launch of our new Document Concierge Service, designed to provide you with the ultimate convenience in...

The Corporate Transparency Act (the “CTA”) was enacted by Congress as part of its on-going effort to combat terrorism, organized crime,...

If you are an existing client and have not yet enrolled, please consider participating in our Client Care Program (CCP) ahead of looming...

As of January 1, 2024, the federal estate, gift and generation-skipping transfer (GST) tax exemptions stand at $13.61 million per...

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...

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,...

Problem: Looming Estate Tax Law Changes May Affect Your Plan Solution: Take Advantage of Our Client Care Program in 2024 We offer our...

Lara recently sat down with Hannes Grascher, Senior Vice President at UBS, and Cristina DeBrito, Financial Advisor at UBS Wealth...

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 Exemption Increases for 2024 The federal gift and estate tax exemption is the amount that an individual can give...

As you may be aware, the current federal estate tax exemption is nearly $13 million, so that a couple may transfer almost $26 million...

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...

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 Administration recently released its fiscal 2024 revenue proposals which address many radical changes that would significantly...

- Benjamin Franklin First and foremost, we wish all of our clients and colleagues much health, joy and prosperity in 2023! The pandemic...

This will be the last informational newsletter that we circulate to all of our clients and colleagues. Going forward, these newsletters...

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...

Please click on the link below to listen to Lara Sass discuss “Estate planning for cryptocurrency and NFTs” on a webinar taped this past...