You may already have estate documents, possibly executed many years ago. You should have an estate attorney look over your documents every 5 years or so. Here are a dozen points to review. 1. Do…
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7 Mistakes To Avoid In The Drafting Of Your Will
I have seen my share of client-drafted wills. While most people opt to have a lawyer draft their last will and testament, there is no requirement that an attorney do so. If you do opt…
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Crucial Estate Planning Steps Before The 2026 Sunset
As 2026 approaches, the financial and legal communities are abuzz with discussions about the imminent sunset of the 2017 Tax Cuts and Jobs Act. For many, this translates to pressing changes affecting their estate plans….
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Staying on Top of Your 401(k) Can Pay Dividends
Time-strapped executives often lack the time to check on their 401(k) regularly. Keeping an eye on your funds’ risk level, ensuring your asset allocation stays aligned to your goals, knowing if you are holding too…
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Navigating the Waters of Executive Bonus Plans
Executive bonus plans represent a cornerstone of compensation packages for top-tier executives, offering a mix of incentives and rewards for performance and retention. However, the intricacies and variabilities inherent in these plans can pose significant…
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