January 19, 2023
Did You See Our eAlert on SECURE 2.0? Three Changes You Won’t Want to Miss
learn more
September 22, 2021
Proposed Tax Changes Affecting Estate Planning Are Moving Through Congress
learn more
July 29, 2021
New Bill Proposes To Have Family Offices Register With the SEC and Begin SEC Reporting
learn more
June 03, 2021
Your Capital Gains Could Become Capital Pains Under the President's Proposed Budget
learn more
April 09, 2021
Remember our advice to prepare for estate tax changes sooner rather than later? Later is now.
learn more
March 01, 2021
Have You Had "The Talk" With Your Kids? (No, not that one. The one about your estate plan.)
learn more
February 09, 2021
Is It Time to Address Flooding and Erosion Issues at Your Lakefront Property?
learn more
October 07, 2020
It’s Not Too Late to Hold a Virtual Family Meeting This Year: Series Part 2 – Best practices for virtual family meetings
learn more
September 24, 2020
Partner Mark Harder Presents Estate Planning Update at 2020 Family Office Forum
learn more
August 04, 2020
Family Meetings Go Virtual in 2020: Part 1 – Putting the “Family” into Virtual Family Meetings
learn more
August 13, 2019
Options for Transferring Family Vacation Homes May Have Become More Limited
learn more
April 30, 2019
Auditors Now Have Guidance Regarding Private Foundation Self-Dealing Transactions
learn more
February 14, 2019
“Roses are Red, Violets are Blue”—Approaching Prenuptial Agreements Positively
learn more
January 14, 2019
Finally, New Year’s Resolutions Your Ultra High Net Worth Family Can Keep!
learn more
June 29, 2018
Warner Partner Sean Cook Speaks About Succession Planning Under the New Tax Act
learn more
June 04, 2018
Hiring Domestic Help: Using a 5-Step Background Check to Protect Your High Net Worth Family
learn more
May 10, 2018
A High Net Worth Guide to Hiring Domestic Help: Protect Your Family from Liability
learn more
March 29, 2018
Why High Net Worth Families Need to Review Estate Plans Now: Unintended Consequences of the Tax Reform
learn more