Keep up on all of our recent firm news and developments, including thought leadership and honors, as well as events and newsletters.

February 27, 2024

Rob Strauss Joins Financial Sense Newshour Podcast to Discuss Estate Planning Ahead of the 2024 Election

Rob Strauss recently joined Jim Puplava, President of Financial Sense Wealth Management, for a Lifetime Planning episode of the Financial Sense Newshour podcast. The pair...

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February 15, 2024

Rob Strauss Sheds Light on Family-Limited Partnerships for Business Insider

Rob Strauss recently spoke to Business Insider about family-limited partnerships and how they are being utilized in wealth transfer and estate planning. The article, “The...

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November 13, 2023

Jonathan Forster Speaks to People Magazine About Matthew Perry’s Estate

Jonathan Forster was recently sought out by People Magazine for insight into the estate of late actor Matthew Perry, who passed away in October of...

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November 9, 2023

Neil Solarz Joins Scripps News to Discuss Upcoming Auction of Celebrity Estate Memorabilia

Neil Solarz recently appeared as a guest on Scripps News in a segment describing an upcoming celebrity estate memorabilia. The auction, held by Propstore, includes...

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November 3, 2023

Robert Strauss Quoted in The Messenger on the Importance of Talking About Money with your Heirs

Robert Strauss was recently featured in an article for The Messenger entitled, “Even The Ultra-Rich Stink At Talking About Money With Their Heirs,” which examines...

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July 27, 2023

Neil Solarz Discusses the Phenomenon of Purpose Trusts with Business Insider

Neil Solarz was recently featured in Business Insider’s article “How the rich put millions into trusts to take care of their pets and pay for...

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July 14, 2023

Robert Strauss Speaks to Business Insider About Strategies HNW Individuals Can Employ to Protect Family Fortunes

Robert Strauss was recently quoted in Business Insider’s article “How the ultra-rich use trusts to protect the family fortune if their heirs get sued or...

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July 13, 2023

Rochelle Schultz Discusses Aretha Franklin’s Handwritten Will and Celebrity Estate Controversies with Fox News

Rochelle Schultz was recently featured in Fox News’ article “Aretha Franklin joins Prince, Michael Jackson and Robin Williams as stars’ families battle it out over...

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June 28, 2023

Neil Solarz Discusses Looming 2026 Sunset of TCJA Gift and Estate Tax Exemptions with Financial Planning

Neil Solarz was recently featured in Financial Planning’s article “4 estate planning tax tips for rich clients before the 2026 sunset,” which examines the looming...

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June 1, 2023

Elizabeth Acevedo Speaks to New York Magazine’s “The Cut” About How to Approach Estate Planning with Elderly Parents

Elizabeth Acevedo was recently quoted in New York Magazine’s “The Cut” in the article “My Elderly Parents Refuse to Make a Will.” The article examines...

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May 12, 2023

Neil Solarz Shares Estate Planning Tips for Creative Professionals in Financial Planning

Neil Solarz was recently featured in the Financial Planning article “8 estate planning tips for advisors with artists and entertainer clients,” which examines the unique...

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May 11, 2023

Robert Strauss Quoted in Business Insider Article About Estate Planning Strategies

Robert Strauss was recently quoted in Business Insider’s article “Five ways the rich save big on estate taxes, from putting houses in trusts to buying...

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