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For many partners at top law firms, their earnings represent the first time in that person’s family history that such wealth has been generated. With this first-generation wealth creation comes certain challenges and many opportunities. As a partner in a law firm, they now have additional financial and tax responsibilities that they may not be fully aware of. Many focus on financial planning and investment advice but often do not spend enough time thinking about how to efficiently transfer newl

What Is the Debt Ceiling? The term debt ceiling often makes headlines, especially when Congress debates whether or not to raise it. But what does it mean exactly, and why does it matter to investors and households? The debt ceiling is the maximum amount of money the U.S. government is legally allowed to borrow to meet its existing financial obligations. Those obligations include things like paying interest on the national debt, Social Security and Medicare benefits, military salaries, and tax r

Understanding tariffs is essential for anyone following the global economy or anyone who manages an investment portfolio that could be influenced by trade policy. Here we’ll answer some of the most common questions about tariffs, how they work, and why they matter to investors. What Is a Tariff? A tariff is a tax that a government places on imported goods and services. The goal is typically to make foreign products more expensive compared to domestic ones, encouraging consumers and busines

For a non-resident alien (NRA), a term we will define shortly, investing in the U.S. involves a unique set of tax rules. These rules can be surprisingly favorable in some areas and dangerously punitive in others. Understanding this duality is the first step toward building a successful and tax-efficient U.S. investment strategy. This article is designed to simplify these complex concepts. It is not personal tax advice, as every client’s situation is unique, but rather an educational guide to he

Ready to take the next step in managing estate administration with confidence? Click here to download our comprehensive Estate Administration Playbook today to access expert guidance, practical tips, and valuable resources designed to help you navigate this complicated process smoothly. A version for professionals can be found here.

Over the past several months, we’ve explored the transformative potential of artificial intelligence from multiple angles. First, we laid the groundwork by describing what AI is and how it may be poised to reshape the way we work and live. We then turned our focus to where AI is already showing up in markets and portfolios, highlighting key inputs in the buildout and the best ways for investors to gain exposure to this emerging investment theme. Most recently, we took a step back to consider AI

In this episode, Eric Dostal and Rich Yam discuss the taxes and legal duties that are the executor's responsibility. They also cover the financial consequences to the estate if deadlines are missed.