California Wildfire Disaster Relief

California Wildfire Disaster Relief

As part of a coordinated effort with the Federal Emergency Management Agency (FEMA), the Internal Revenue Service announced Saturday, January 11, 2025, tax relief for individuals and businesses in southern California impacted by the wildfires and wind. Below we have...
2024 Year-End Planning Guide

2024 Year-End Planning Guide

As we reflect on 2024 and move into 2025, ultra high net worth (UHNW) individuals face unique opportunities and challenges in managing their wealth. Strategic planning has never been more critical with the expiration of key tax provisions looming and market conditions...
When the Will is Gone

When the Will is Gone

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...