January 16, 2026
Trusts & Estates and the new mandate for electronic payments–what do you do?
On March 25, 2025, President Donald Trump issued Executive Order 14247, mandating that all federal payments — including tax payments to the IRS — be made via electronic funds transfer (EFT). This directive is part of a broader initiative to … Read more…
October 14, 2021
The Four “P”s of Administering Your Mom or Dad’s Estate
Administering our loved one’s estate is one of the more challenging things that will ever be asked of us. During the process, we are in mourning, we do not have all the answers, and we are already busy with what … Read more…
May 25, 2021
Avoid These 2 Pitfalls to Help Your Family Successfully Execute Your Estate Plan
There are few things more certain in life than death and taxes, yet both subjects tend to be a very private subject for the lion share of my clients. When attempting to broach the conversation of wealth transfer or estate … Read more…
