by YALI | Dec 15, 2022 | Tax Planning
As the year comes to a close, it’s important to start thinking about your tax strategy for the upcoming tax season. Our attorneys, Abboud Chaballout and Yaser Ali presented a webinar on year-end tax planning strategies last night, covering loss harvesting, roth...
by YALI | Oct 17, 2022 | Estate Planning
Managing attorney Yaser Ali co-authored an article with attorney Martin M. Shenkman about the history of religion and estate planning in Thomson Reuters Estate Planning Checkpoint Journal. This article provides a historical analysis of the intersection of religious...
by YALI | Sep 14, 2022 | Estate Planning, Probate
Top Three Differences Between a Will and a Trust! A will and a trust are two of the most common tools for transferring wealth transfer after death. Most people are familiar with a will. They’re quick, easy, and important to set up, but far less people are...
by YALI | Aug 15, 2022 | Estate Planning
Anne Heche’s Passing Actress Anne Heche passed away last week after sustaining critical injuries in a car crash. Heche came to prominence with roles in I Know What You Did Last Summer (1997), Volcano (1997), and Psycho (1998). She is survived by her sons, Homer...
by YALI | Jul 26, 2022 | Estate Planning, Tax Planning
Should I name my trust as the beneficiary of my retirement accounts? In our last post, we discussed the importance of funding your trust and outlined the process for updating various assets. One of the most complicated issues for clients is how to handle retirement...
