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                            203.489.5362

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Should You Change Your Tax and Investment Strategies Based on Proposals in Congress?

Should You Change Your Tax and Investment Strategies Based on Proposals in Congress?

by Chris Yang | Feb 16, 2022 | Business, Tax Planning

When the Build Back Better Act (BBBA) was first introduced last year, it contained significant changes to tax laws that would increase the tax bill of many individuals and corporations in the U.S., particularly for high-income earners. The purpose was to raise money...
In Messy Family Trust Dispute, Smith Legacy Law Sets Boundaries

In Messy Family Trust Dispute, Smith Legacy Law Sets Boundaries

by Chris Yang | Oct 25, 2021 | Client Successes

Even in the closest family relationships, it’s healthy to maintain some boundaries. Unfortunately, we often see those boundaries trampled when disputes arise among family members over finances—trusts in particular. Money may not be the root of all evil, but it...
Unique Family Situation Gets Creative Solution

Unique Family Situation Gets Creative Solution

by Chris Yang | Oct 18, 2021 | Client Successes

When you think about estate planning, you might imagine a lawyer drafting wills and other legal documents. And yes, we do that. But if your vision of a trusts and estates lawyer ends there, you certainly have not received great estate planning. Truly great estate...
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203.489.5362

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