Estate Tax Update
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] As we move into the second half of 2025, Congress is fiercely debating in the One Big Beautiful Bill Act — their latest
Estate Planning
Organizing Your Toolbox
By Nicholas HamnerInvestment Advisor Representative & Director of [email protected] I got a new truck this past week. While I was thankful to be done dealing with salespeople and excited to
The Tiny Detail That Could Upend Your Estate Plan
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Most people assume that once they’ve signed a will or a trust, their estate plan is complete. In reality, a lot can slip
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Building An “In Case Of…” Case
by Nicholas HamnerInvestment Advisor Representative & Director of [email protected] When I was eight years old, Norfolk Southern railroad condensed their depot in my hometown. As part of this downsizing, they
The Most Important Conversation You’re Probably Avoiding
by Jeremy A. Wechsler, Esq.Estate & Elder Planning Attorney | Investment Advisor [email protected] What is a legacy? It’s not just money or property. A legacy is everything you’ve worked hard
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A Guide For Gifting in 2025
By Jeremy A. Wechsler, Esq.Investment Advisor Representative Gifting is one of the most powerful (and misunderstood) tools in estate planning. Done correctly and strategically, it can reduce taxes, preserve wealth,