
Welcome to Our Blog
How Do I Update My Estate Plan After A Life Event Like A Marriage Or Divorce?
Whether it's marriage, divorce, or another major life event, your estate plan needs to reflect your current wishes and circumstances. From updating beneficiaries to redefining powers of attorney, timely adjustments are crucial to protecting your future. Don't leave your legacy to chance.
The Business Owner's Path to Succession
For business owners, stepping away from their life’s work can trigger deep emotional and psychological challenges: fear of irrelevance, loss of purpose, and uncertainty about the future. But with the right support and mindset, this transition can be a powerful new beginning.
New Jersey Mansion Tax Alert
Big changes are coming for high-value property sales in NJ—new tax rates AND a shift in who pays. Sellers, take note: you're now footing the bill.
Understanding Business Owners Policies (BOPs)
From property and liability coverage to business interruption protection, a BOP can safeguard your business from unexpected losses. Explore what’s covered and what extras you might need.
Tax Checklist for Newlyweds
Just got married? Congratulations! But don’t forget—tying the knot comes with a few tax to-dos. From updating your name and address to adjusting your paycheck withholding, it’s important to stay ahead of the IRS.
NYSDOL Publishes Model Policy, Training and FAQs For Retail Workplace Violence Law
On May 29, 2025, the NYSDOL released its model workplace violence prevention policy, training materials (in English & Spanish), and FAQs—shedding light on key compliance obligations under the new retail workplace violence law.
$1.7 Trillion Sits in Lost and Forgotten 40l(k) Accounts – Is One of Them Yours?
Old jobs may be hiding your forgotten retirement savings. With new tools like the Retirement Savings Lost and Found Database, it’s easier than ever to track them down. Start your search today.
Deepfakes and Digital Harassment: What Employers Need to Know in 2025
AI-generated videos, voices, and images are now being weaponized to harass and impersonate employees—leaving employers legally and reputationally exposed. Is your organization prepared?
Beware of Scams and Frauds Regarding SBA Loans
The SBA is sounding the alarm on rising fraud attempts targeting small business owners. Scammers may pose as SBA representatives, but there are key red flags to watch for—like emails not ending in @sba.gov or demands for upfront payments. Protect yourself and your business by knowing the signs.
The Toothless POA Law: Why Banks Still Reject Valid Statutory Powers of Attorney in New York
Under New York law, financial institutions are required to accept a properly executed statutory Power of Attorney — or provide a legally valid reason for rejection within 10 business days. Yet in practice, many continue to refuse them without justification.
New York Releases FAQ's, Model Training, and Model Policy for Retail Workplace Violence Prevention Law
The state has released new FAQs, model training, and a model policy to help implement the Retail Workplace Violence Prevention Law — with key clarifications on who’s covered, training requirements, and language access.
Hurricane Season Starts June 1
The IRS is reminding individuals and businesses to safeguard important documents before disaster strikes. Being prepared can make all the difference when it comes to tax relief, insurance claims, and federal assistance.