June 9, 2022 Senior Wealth Manager and Shareholder of Sand Hill Global Advisors joins Jennifer H. Friedman, Partner at Jorgenson, Siegel, McClure, & Flegel, LLP discuss the importance and principles of estate planning to help you better understand how to prepare for your future. Below is a transcript of the video interview. Elizabeth Cody:Welcome everybody … Continued
Like any classic “Spaghetti Western”, the recent major tax law has some “good” elements with regards to residential real estate, some “bad” outcomes, and some “ugly” aspects, too … with the “u” in ugly standing for unclear, unknown, and unresolved. These various factors are laid out below. But the main overriding feature of the law … Continued
We’ve all heard the horror stories of siblings who are no longer speaking to each other after settling their parents’ estate. The feeling that one child got more than their fair share of assets can serve as “the last straw” in the ultimate game of sibling rivalry. Perhaps you’ve even experienced this painful break-up in … Continued