
A Bequest With Too Many Strings
- by Lynda I. Chung
It’s not unusual for someone preparing his or her estate plan to at least think about including some guidance and direction to their heirs. That may be an admirable impulse, but it can be problematic if it goes too far.

When Is an Arbitrator’s Ruling Final?
- by M. Laurie Murphy
Arbitration is designed to provide a faster, less costly alternative to litigation in a courtroom. But what happens if it isn’t even clear when or whether the arbitration process has resolved the dispute?

An IRA Was Not Part of This Estate
- by Lynda I. Chung
Creating an Individual Retirement Account, or IRA, is a popular strategy for people in all tax brackets to create tax-advantaged savings, which in many cases can represent substantial assets. What happens when those assets are not clearly allocated in the holder’s estate plan?

2024 Year-End Tax-Planning Moves
- by Valensi Rose, PLC
As year-end approaches, this is a good time to think about planning moves for individuals and businesses that may help lower your tax bill for this year and possibly next.

Year-End Tax Tips for Businesses
- by Valensi Rose, PLC
With year-end approaching, it’s time to start thinking about moves that may help lower your business’s taxes for this year and next.

Year-End Tax Tips for Individuals
- by Valensi Rose, PLC
With year-end approaching, it’s time to start thinking about moves that may help lower your tax bill for this year and next.