Most people assume estate planning is for the ultra-rich, but if you don’t create your own, the state already has a plan for you, your dependents, and your assets — whether you like it or not.
Financial Planning, Firm, Career, Equity Partners
We’ve updated our fee structure to better serve the unique needs of BigLaw attorneys. By moving from Assets Under Management (AUM) to a flat fee, we reduce conflicts of interest and price based on complexity, not just your portfolio size. Here is why this matters for your wealth.
Financial Planning, Debt, Taxes
Have you noticed an uptick in ads for high-yield savings accounts and mortgage refinancing? It's no coincidence. The Federal Reserve's recent rate cut has kicked marketing into high gear. But before you act, understand the hidden tax implications of HYSAs and explore the powerful opportunity that mortgage refinancing presents for homeowners. This guide breaks down what you need to know.
Career
New equity partners often face higher expenses and unpredictable income—right when they’re making permanent financial decisions. Here’s how one attorney got ahead of the stress with a thoughtful financial strategy.
Investing
What if your “diversified” portfolio isn’t really diversified anymore? A modern approach may help high-income professionals protect and grow wealth more effectively in today’s market environment.
