Goodness, it is already February! December and January flew by. I can tell by phone calls and emails that our clients are thinking about their business and estate planning needs again. At our home, we had 5 waves of company starting from the first weekend of December over the next 7 weeks taking us through the Martin Luther King holiday. It was a lot,...Read More
Grief: Compassionate Ways to Support a Loved One Through Loss The loss of a loved one is one of life’s most profound and difficult experiences. Grief can feel overwhelming, unpredictable, and deeply personal. While each person’s journey through loss is unique, grief is something we will all encounter at some point—either firsthand or through those...Read More
FTC Withdraws Appeals and No Longer Contesting Non-Compete Clauses On September 5, 2025, Federal Trade Commission (FTC) Chairman Andrew Ferguson and Commissioner Melissa Holyoak announced that the FTC has withdrawn its notices of appeal in Ryan, LLC v. FTC (5th Cir.) and Properties of the Villages v. FTC (11th Cir.), thereby accepting the vacatur of...Read More
Treasury Exempts Domestic Companies and U.S. Persons from CTA Reporting Requirements Beneficial Ownership Information Reporting Requirement No Longer Relevant for Most On March 26, 2025, the Financial Crimes Enforcement Network (FinCEN) issued an Interim Final Rule that limits enforcement of the Corporate Transparency Act’s (CTA) beneficial ownership information (BOI) reporting requirements to foreign reporting companies....Read More
Margaret’s Notes January 2026 2025 was a challenging year for me personally, which I have also heard from quite a few other people over the past couple months. Several clients have shared they are happy to see 2025 in the rear-view mirror. I feel optimistic and hopeful about 2026 being a better year. I am...Read More
Estate Planning in 2026: Why Reviewing Your Plan Matters If you haven’t already considered it, now is an ideal time to think seriously about creating or reviewing an estate plan that fits your needs. Estate planning can feel uncomfortable, but doing the work now can spare your loved ones unnecessary stress during an already difficult...Read More
Gift Giving – Put Your Partner in Your Will Estate planning is often seen as something that can be postponed—a task reserved for later in life or for moments of crisis. Yet one of the most essential elements of a well-prepared estate plan is ensuring that your partner is clearly protected. Whether you are married,...Read More
Are Marital Deductions Still Unlimited? Yes — but only if both spouses are U.S. citizens (or certain trust requirements are met). In the United States, spouses can generally transfer assets to each other at death with no federal estate tax due at the first death because of the Unlimited Marital Deduction. This rule allows...Read More
December 2025 Margaret’s Notes Happy Holidays As I write this on a Sunday morning in the midst of finishing decorating the house, buying Christmas gifts, having company and planning for more company, while trying to keep my faith and purpose of the holidays in sight too; I want to look back over the year and...Read More
Avoid Family Feuds This Holiday Losing a loved one is one of life’s most painful experiences. It brings waves of grief, reflection, and remembrance. But sometimes, what follows can be even more heartbreaking—when disagreements over personal belongings cause division among those left behind. Conflicts about “who gets what” can fracture relationships and leave emotional scars...Read More
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