Category: Estate planning and estate administration

How Charitable Donor Programs Fit Into a Thoughtful Estate Plan

Charitable giving can be a meaningful way to reflect your values, but it also plays a practical role in a well-structured estate plan. Many find…

November 21, 2025·

#SassoonCymrotSays ·

Why Your Health Care Proxy Matters More Than You May Think

When most people think about estate planning, they focus on wills, trusts, and who will handle their finances. An equally important and often misunderstood aspect…

November 20, 2025·

Estate planning and estate administration ·

Fallout from OBBBA Changes to Estate Planning

The One Big Beautiful Bill Act (OBBBA), enacted in July made one of the most sweeping changes to estate planning in recent memory by permanently…

September 5, 2025·

Estate planning and estate administration ·

Understanding the One Big Beautiful Bill Act (OBBBA)

The One Big Beautiful Bill Act (OBBBA) was signed on July 4th, 2025, marking one of the most significant tax and budget changes in years.…

July 30, 2025·

Corporate and Transactions ·

Yes, You Should Talk to Your Parents About Estate Planning; Here’s How to Make It Less Awkward

If you are wondering how to talk to your parents about estate planning, you’re not alone. These conversations are easy to delay, yet starting them…

June 17, 2025·

Estate planning and estate administration ·

Life Insurance Planning for Closely Held Businesses

Life insurance for owners of closely held businesses is one tool for protecting the future of both the business and its stakeholders. But before diving…

May 1, 2025·

Business entities ·

Is Life Insurance Taxable and What Is an Irrevocable Life Insurance Trust?

Many people are surprised to learn that, while life insurance payouts are not considered taxable income for your beneficiaries, they can be subject to estate…

May 1, 2025·

Estate planning and estate administration ·

Hey, Young Professionals – Are You Protecting Your Retirement?

Young professionals are often encouraged to think about retirement. When you’re in the early stages of building a career it’s natural to start by focusing…

April 23, 2025·

#SassoonCymrotSays ·

Taxes, Taxes, and Tax Law – Key Considerations for Individuals and Businesses

Tax law is complicated and perpetually evolving, so if you have made missteps related to taxes, you are not alone. Working with a tax expert…

March 26, 2025·

Business entities ·

How Can You Transfer Assets Strategically to Protect Your Legacy?

You can transfer assets strategically by using estate planning tools such as wills, trusts, and lifetime gifts to minimize tax liability and ensure wealth preservation…

March 4, 2025·

#SassoonCymrotSays ·

Category: Estate planning and estate administration

How Charitable Donor Programs Fit Into a Thoughtful Estate Plan

Why Your Health Care Proxy Matters More Than You May Think

Fallout from OBBBA Changes to Estate Planning

Understanding the One Big Beautiful Bill Act (OBBBA)

Yes, You Should Talk to Your Parents About Estate Planning; Here’s How to Make It Less Awkward

Life Insurance Planning for Closely Held Businesses

Is Life Insurance Taxable and What Is an Irrevocable Life Insurance Trust?

Hey, Young Professionals – Are You Protecting Your Retirement?

Taxes, Taxes, and Tax Law – Key Considerations for Individuals and Businesses

How Can You Transfer Assets Strategically to Protect Your Legacy?

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