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Planning
Navigating Life Changes – When to Update Your Estate Plan
What’s changed in your life recently? Everyone I talk to lately seems to be navigating some type of life change.
March 6, 2024
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Taxes
Potential Impacts of the Build Back Better Act on Estate Taxes and Grantor Trusts
November 12, 2021 UPDATE: The BBB draft legislation has been revised and updated, most recently (as of this writing) as
October 21, 2021
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Learning
TOP10 | Greene’s Reads
If you include audio books, I do a lot of reading. It’s a good way to redeem the time
May 14, 2021
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Learning
TOP10 | Podcasts
Is binge-listening a thing? It’s no secret around the office that a few of us are podcast fanatics (yes, we’re
March 31, 2021
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