estate planning essentials hollander lone maxbauer southfield mi

The New Portfolio: Estate Planning Essentials

The word “portfolio” has many meanings, and it can be applied to a person’s estate planning choices. If you don’t have estate planning essentials in your name, now is the moment to invest in the careful collection and naming of your assets and personal directives. Now is the time to build a new portfolio. Common … Read more

charitable giving

Charitable Gifting

What constitutes a gift to charity? A gift to charity is simply a gratuitous transfer of property to a charitable organization. The key is that your gift must be some kind of property–your time or personal services do not count. There are several different types of property that can be donated to charity, and a … Read more

Categories Tax
holomax merger

A&O Shearman Merger

A new landmark Merger has occurred. Partners at UK Magic Circle firm Allen & Overy (A&O) and New York’s Shearman & Sterling have voted through a landmark merger deal to create a transatlantic law firm with revenue of around $3.5bn, housing 3,950 lawyers across 48 offices. A partner vote on the planned merger began in … Read more

living trusts hollander lone maxbauer revocable trust

4 Details to Know About Living Trusts

Estate planning can be as complex or simple as a person wants. When you hold significant financial assets, it’s essential to outline your wishes clearly in your will. Establishing a living trust, also known as a revocable trust, and funding it with specific assets makes it easier to hold and protect these assets during your … Read more

financial planning fee structure hollander lone maxbauer

Types of Financial Planning Fee Structures

Financial experts use a variety of fee structures when charging clients for financial planning services. Knowing the services and time commitment that are important to you and knowing what’s available from each unique professional or group is necessary, so you are fully aware of your compensation obligations. You might be surprised about some of the … Read more

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The Impact of Artificial Intelligence on Intellectual Property

With artificial intelligence (AI) taking on an increasingly prominent role in the creative industries, intellectual property attorneys who work with creative clients are monitoring the slowly developing body of legal guidance regarding AI and adapting their practices to match. Still, challenges abound. We recently spoke with Emily Poler, founding partner at New York City litigation … Read more

financial planning life changes hollander lone maxbauer

Financial Planning for Major Life Changes

Everyone experiences major life changes. Some are planned, others are a surprise, but no matter what happens and when, these large shifts can absolutely alter your financial present and future. Financial planning with a dedicated financial advisor ensures that you are ready to handle change as it comes your way and still maintain financial security. … Read more

Charitable Lead Trust

A charitable lead trust can be a great way for an individual to leverage his or her generosity, producing tax savings that can be used to provide greater benefits to both the individual’s favorite charity and his or her own family. The tax savings are generated because of the way donation values are calculated and … Read more