The transfer of wealth from one generation to the next is an obstacle all high-net-worth families face during the...
John Straus, Jr., CFP®
Articles by: John Straus, Jr., CFP®
Details of Build Back America Act Have Begun to Leak Out
House Democrats have circulated initial proposals around tax policy changes that they want to include within the...
Preparing the Next Generation for Wealth: How Not to Be a Statistic
By John Straus, Jr., CFP®, Partner and Co-Founder The transfer of wealth from one generation to the next is an...
The Four Primary Estate Planning Issues We’re Tracking in 2021
In general, estate planning is not what people wake up and want to chat about. However, this year there is plenty of...
What the “American Families Plan” Could Mean for You
A key focus of President Biden’s address to Congress last night was his proposed “American Families Plan.” Among many...