Most of our clients have never been involved in a lawsuit, so when we represent new clients in litigation we inform them of what to expect throughout the case. Each...
The last steps in a trust administration include: Filing the final income tax return Obtaining an estate tac closing letter from the IRS Calculating and paying the trustee’s final compensation Preparing a...
The Investment News reported this week that the Securities and Exchange Commission (SEC) has relaxed its enforcement of investment advisers under the Trump administration. In 2017 the SEC investigated 82...
For many young parents this scenario is familiar: You and your spouse are flying across the country for some family event—a wedding, the death of a relative—and you’re leaving your...
Proposed Inheritance Law Update We are big fans of our brothers across the Atlantic—the pint, the pub, the pound, the princess. But every now and then, the British contrive an...
The Wall Street Journal recently reported on the Labor Department’s new fiduciary rule that protects retirement investors from conflicts of interest. The new rule requires financial advisers and brokers to...
