Small Business Alert: You must now file with FinCEN

You may be aware from our earlier notifications and posts, but beginning January 1, 2024, you may be required to submit certain information that was not previously required about a business entity and any individuals identified by the law as a beneficial owner to the federal government. We are reaching out to help you better…

Read More

Estate Planning Concepts Webinar

Attorney Nathan Zion recently presented a webinar hosted by Enza Financial LLC, a full-service provider for life insurance, executive benefits, retirement and wealth management. In the webinar, Nathan presented some basic concepts and considerations one must take into account when setting up an estate plan. Take a few minutes to check out the replay here:

Read More

PLANNING FOR THE VACATION HOME

What considerations go into ownership of a vacation home when planning to transfer the home to future generations? What are some concerns related to successive ownership? Read this article to find out more on how to protect a vacation home and preserve a family legacy.

Read More