News  Page 2

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

January 22, 2019

Rob Strauss Speaks on Succession Planning

Rob Strauss was recently quoted in Karen DeMasters’ Financial Advisor article “Shoemaker’s Kids Are Shoeless: Why Advisors Flunk Succession Planning.” In the article, Rob discusses the importance of...

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November 11, 2018

Jeffrey Geida Speaks on Reviewing Wills

Jeffrey Geida was recently quoted in Paul Sullivan’s Robb Report article “Rest in Wealth: The Ins and Outs of Estate Planning.” In the article, Jeff comments on the...

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August 24, 2018

Martin Neumann Speaks on Aretha Franklin’s Estate

Martin Neumann was recently quoted in Jerilyn Bier’s Financial Advisor article “Like Prince, Aretha Leaves Heirs Without A Will.” In the article, Martin discusses reasons for which people...

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August 11, 2018

Jonathan Forster Quoted on Pass-Through Tax Breaks

Jon Forster was recently quoted in Allyson Versprille’s Bloomberg BNA article “Use Trusts for Pass-Through Tax Break? Yes, You Still Can.” According to Jon, while anti-abuse rules prevent...

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June 29, 2018

Blake Rummel Speaks on Buzz Aldrin Estate Dispute

Blake Rummel was recently quoted in Anna Sulkin’s WealthManagement article “Star Wars: Buzz Aldrin Claims Elder Exploitation.” In the article, Blake discusses the elder exploitation lawsuit filed by...

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May 16, 2018

Jonathan Forster Quoted in Bloomberg on Estate Tax

Jon Forster was recently quoted in Ben Steverman’s Bloomberg article “It’s a Great Time to Be a Wealthy Heir After Trump Tax Overhaul.” In the article, Jon explains...

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May 15, 2018

Jonathan Forster and Robert Strauss Quoted on Alan Thicke Estate Battle

Wealth Management recently asked Jon Forster and Rob Strauss to comment on allegations made by Alan Thicke’s widow that his sons are mismanaging his estate, in addition to withholding...

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March 8, 2018

Jessica Babrick Quoted on Harper Lee Estate

Wealth Management recently asked Jessica Babrick to comment on the recent unsealing of Harper Lee’s will, and whether it shows any signs of elder abuse on the...

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February 28, 2018

Blake Rummel Quoted in Wealth Management Article

Blake Rummel was recently quoted in Anna Sulkin’s Wealth Management article “Who Controls Florida Shooter’s Inheritance?” In the article, Blake discusses Roxanne Deschamps’ claim to...

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December 5, 2017

Jeffrey Geida Speaks to Fox Business and Tax Notes on Possible Estate Tax Repeal, Tax Deductions

Jeffrey Geida recently spoke to Fox Business and Tax Notes on the House GOP’s tax reform proposal providing a delayed repeal of the estate tax and maintaining the...

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November 21, 2017

Jeffrey Geida Quoted in Bloomberg BNA Article “Senate Tax Plan May Create Gifting Bonanza Among Very Wealthy”

Jeff Geida was recently quoted in Allyson Versprille’s Bloomberg BNA article “Senate Tax Plan May Create Gifting Bonanza Among Very Wealthy.” In the article, Jeff...

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October 27, 2017

Jonathan Forster Quoted in Financial Advisor Magazine on Importance of Estate Planning

Jonathan Forster recently spoke to Financial Advisor Magazine on the importance of planning an estate. Jonathan explains that there are no simple estate plans, and...

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