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Portability
What is “portability” and how is it elected? This article by tax law guru Steve Hartnett breaks down these issues and explains some shortcuts that

“Common Pot” Trusts and Family Values
By Oleg Cross, Esq. Most people are motivated to create an estate plan to take care of their children. Indeed, the overarching purpose of estate

Estate Planning: The Basics
As business professionals, creating plans and putting them into action is a part of everyday life. We plan everything from our meals, to our weekly

“Common Pot” Trusts and Family Values
By Oleg Cross, Esq. Most people are motivated to create an estate plan to take care of their children. Indeed, the overarching purpose of estate

Estate Planning: The Basics
As business professionals, creating plans and putting them into action is a part of everyday life. We plan everything from our meals, to our weekly

Portability
What is “portability” and how is it elected? This article by tax law guru Steve Hartnett breaks down these issues and explains some shortcuts that