Jeremy’s Vital Estate Planning Tip
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I will never forget a call I received when I was still practicing law full time. It was during COVID, so we are
Wills and Trusts
Estate-Related Scams, Frauds, And More
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Back when I was practicing estate planning law full time, I saw too many people fall into easily avoidable scams. The nature of
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
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,