News & Insights

Estate Planning with Qualified Opportunity Zones

INSIGHTS | By: | July 22, 2020

Fans of the Showtime series “Billions” may recall seeing in episode four of season five, aptly entitled “Opportunity Zone”, the show’s protagonist, Bobby “Axe” Axelrod, do battle with season five’s new nemesis, Michael Prince, over the chance to invest in an...

Probate: What is it? Why to Avoid it and How

INSIGHTS | By: | July 15, 2020

Often times when I meet with clients one of their primary goals of implementing an estate plan is to avoid the “death tax.” I will share with you the same two pieces of good news I share with those clients. First, we do not have a “death tax” in the United States. It...