Robin Petty, JD, Author at NewEdge Wealth

When the Will is Gone

Nov 11, 2024

When the Will is Gone There is a presumption under the law that when a Will is destroyed, the Testator (i.e., the...

Oct 2, 2024

The SECURE 2.0 Act of 2022 (SECURE 2.0) enacted on December 29, 2022, specifically Section 331, amended the Internal...

Oct 6, 2023

Each of us has pivotal learning points in our lives: when you learned how to read, when you learned how to drive and...

Jul 19, 2022

Entrepreneurs may be missing a powerful opportunity by not exploring planning options for rollover equity when they...

Jul 8, 2022

Valuing Your Values: A Case Study in Wealth Strategy At NewEdge Wealth, we believe that the complexity of our...