Insights

Where There’s A Will, There’s A… Wait: Important Estate Planning Considerations Amidst COVID-19 Pandemic
If I asked you to define “estate plan,” you would likely tell me that an estate plan is an arrangement for the distribution of your assets upon death. I would award you 1/3 credit. Truth is, all of my clients are generous, selfless individuals: ...Read More

Donor-Advised Funds: How to Stay Philanthropic Under Current Tax Laws
While the 2017 Tax Cuts and Jobs Act (the “Tax Act”) introduced new tax rules affecting high net worth individuals and multimillion-dollar companies, one major change directly affects the rest of us: the increased standard deduction. This article explores the impact of the increased ...Read More

Joint Statement Provides Financial Institutions with Update Relaxing BSA-Compliance Practices
Last week, four federal agencies –– the Board of Governors of the Federal Reserve System, Financial Crimes Enforcement Network (FinCEN), Federal Deposit Insurance Corporation (FDIC), and Office of the Comptroller of the Currency–– along with the Conference of State Bank Supervisors issued a joint ...Read More

Navigating through the Weeds: Advice for Farmers and Businesses Considering Hemp
With the 2018 Farm Bill signed into law nearly a year ago legalizing the cultivation of industrial hemp, farmers are looking to hemp for relief from the economic hardships posed by traditional row-crop rotation. Despite its popularity and the eagerness of farmers to buy ...Read More