Gen X: Navigating the In-Between

Gen X: Navigating the In-Between

Nov 26, 2024 | Articles, Entrepreneurs

Born between the mid-1960s and early 1980s, Generation X (“Gen X”) stands as a pivotal cohort that bridges the gap between Baby Boomers and Millennials. Often dubbed as the “latch-key generation” – referring to growing up with double-income parents and coming home...
When the Will is Gone

When the Will is Gone

Nov 11, 2024 | Articles, Wealth Strategies

When the Will is Gone There is a presumption under the law that when a Will is destroyed, the Testator (i.e., the person who created the Will) intended for it to be destroyed. But what happens when an original copy of a Will (or a Revocable Trust) is accidentally...
Navigating the Corporate Transparency Act

Navigating the Corporate Transparency Act

Oct 1, 2024 | Articles, Wealth Strategies

What It Means for You The Corporate Transparency Act (CTA) The Corporate Transparency Act (CTA), effective on January 1, 2024, introduces significant reporting requirements with far-reaching implications for business owners, high-net-worth individuals, and their...
2024 Presidential Tax Policy Showdown

2024 Presidential Tax Policy Showdown

Sep 26, 2024 | Articles, Wealth Strategies

What the Proposals Mean for Ultra High Net Worth Individuals As the 2024 presidential election approaches, tax policy has taken center stage, particularly for ultra high net worth (UHNW) individuals with significant wealth. Both candidates, Kamala Harris and Donald...
Recipe for a Roll-up

Recipe for a Roll-up

Sep 18, 2024 | Articles, Entrepreneurs

Entrepreneurs in the middle market are often approached by private equity firms or strategic buyers with attractive offers to acquire their businesses. Many of these buyers are conducting the transaction as part of a roll-up strategy. In recent years, the middle...