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Just months after the legendary Tony Bennett passed away in 2023 at the age of 96, a bitter family feud erupted. His daughters, Antonia and Johanna Bennett, have filed not one, but two lawsuits against their older brother, Danny, who serves as trustee of their father’s trust and executor of his estate. Their accusations center […]

In the thoughtful process of estate planning, we often focus on distributing assets, creating wills, and establishing trusts. Yet one crucial aspect frequently remains overlooked until it’s too late: funeral planning. This oversight can lead to significant emotional and financial strain on those we leave behind during their most vulnerable moments of grief. The Immediate […]

Capital and Estate: A Tale of Two Taxes A client holding Bitcoin, which had increased twentyfold in value, had a dilemma. Now ready to sell, the client wondered: which option would be more tax-efficient—selling the bitcoin now or leaving it to their children? Both choices present tax challenges, whether in the form of income taxes […]

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