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A client forwarded me a CNBC article last week with a note: “Does this affect our trust?” It was a fair question. The article described a provision buried in the One Big Beautiful Bill that tax lawyers and accountants are calling a double taxation problem...

The call came four days after her husband died. A credit card company. Forty-one thousand dollars on his account. The representative told her she was responsible and asked when she could start paying. She was grieving and certain she had no choice. She started writing...

She found the notebook in the top drawer of her mother’s desk. Six pages, every account listed by hand. Username, password, recovery question, one after another. Her mother had been organized her whole life, and the notebook was proof of it. Then she tried to...

As you celebrate the Fourth of July and everything it stands for, freedom, independence, and the pursuit of happiness, take a moment to appreciate the ultimate American liberty: the right to decide your own affairs, even after you die or if you become unable to...

Before Pride Month comes to a close, it’s worth taking a moment to recognize a landmark anniversary. On June 26, 2015, the U.S. Supreme Court issued its decision in Obergefell v. Hodges, making marriage equality the law of the land. Like many historic rulings, it...