What Happens After a Disaster that Leads to Taxpayer Relief January 11, 2022 Mark S. Balian Tax Planning No comments yet On September 7, 2021, the IRS issued Tax Tip 2021-131 providing important information on tax relief and how to get […] Read more
Will Your Legacy Withstand the Test of Time? Here’s the Formula. January 11, 2022 Mark S. Balian Estate Planning, Legal Update No comments yet What makes a family business so successful? How is it that some family run businesses, over the years, prove to […] Read more
Post-Election Tax Update: How Will a Trump Presidency Affect Your Taxes? January 11, 2022 Mark S. Balian Legal Update No comments yet The Election is over. Despite its finality, the barrage of political posts and satires have yet to simmer down. Let’s […] Read more
Family Business Succession Planning: Why You Should Revisit Your Estate Plan Today January 11, 2022 Mark S. Balian Legal Update No comments yet Now is the time you should revisit your current estate plan! In August of this year, the U.S. Department of […] Read more
How to Fix a Broken Estate Plan January 11, 2022 Mark S. Balian Legal Update No comments yet How do you know if your estate plan needs fixing? Perhaps changes have occurred in your family, personal wealth, or […] Read more
Protecting Assets While Qualifying for Medicaid: Which Trust is Right for You? January 11, 2022 Mark S. Balian Legal Update No comments yet A Special Needs Trust (“SNT”) is a trust created for a disabled beneficiary with the specific purpose of supplementing government […] Read more