From time to time, clients ask us if they can still gift money from their IRA to charity in a tax efficient way. They may have heard that the provision allowing such gifts expired as of 2012 and thought they had missed their opportunity. In truth, the provision that allowed taxpayers

Most of our clients already have in place durable Powers of Attorney that are intended to help during periods of disability, but for many of our clients, these durable Powers of Attorney will not be enough. For those who operate businesses, there should be a succession plan in place i

Asset protection is something that most people don’t think about until it’s too late. Over the years, we’ve had six or seven clients who have been going along, operating their business or their real estate portfolio, who suddenly find themselves embroiled in a serious litigation