In today’s digital world, we create an enormous amount of personal, financial and electronic information over the course of our lives, and the relevance of this information does not end at death. When the person nominated as your personal representative (formally...
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Posts for 'Private Client Services'
Guardianships, Conservatorships and Jurisdictional Issues: What to Do and Where to File
Many clients have loved ones who will become or who are already vulnerable and need assistance with activities of daily living. Clients will often create Health Care Proxies or Durable Power of Attorneys to appoint trusted individuals or family members to make medical...
“What Family Businesses Need Today to Thrive” Spring ’26 FBA Panel – Part 3
Watch the final installment of the latest Radio Entrepreneurs Family Business Association (FBA) Panel Discussion: “What Family Businesses Need Today to Thrive”. This final installment of the panel series wraps up the conversation with moderator Jeffrey Davis and...
“What Family Businesses Need Today to Thrive” Spring ’26 FBA Panel – Part 2
Watch and glean insights from the latest Radio Entrepreneurs Family Business Association (FBA) Panel Discussion as Attorney Stephen Wilchins, Richard Hirschen and Stewart Karger continue their discussion on “What Family Businesses Need Today to Thrive” in Part 2. In...
“What Family Businesses Need Today to Thrive” Spring ’26 FBA Panel – Part 1
Attorney Stephen N. Wilchins, Founding Partner at Wilchins Cosentino & Novins, returns to the Radio Entrepreneurs Family Business Association (FBA) Panel Discussion entitled “What Family Businesses Need Today to Thrive.” Moderated by Jeffrey Davis of Mage LLC,...
Wouldn’t It Be Great to Leave Junior the House?
My daughter recently bought a house in the neighborhood she was raised in, much to my great delight, another generation would grow up with the same neighborhood schools, playgrounds and restaurants my young family enjoyed years ago. Similarly, many clients also have...
Meet Brendan McGrory
Brendan McGrory is an attorney in the Private Client Services practice, specializing in estate planning, business succession and wealth transfer. While many attorneys are drawn to the logic of the law, Brendan’s path was guided by a love for writing and a desire to...
Learning the Hard Way: Income Tax Consequences of Nonqualified Distributions from 529 Plans
As the cost of education continues to increase, funding a 529 Plan can provide invaluable investment and gifting opportunities for education-focused families. Cash gifts to 529 Plans grow income tax deferred if used for qualified education expenses. Contributions to a...
The Final Installment of “What does Success Look Like in 2025” is now Available – The panel, Which Includes Attorney Stephen Wilchins, Discusses Changes in Leadership, Technology and the IT Industry – Part 3
In this final segment of the panel, including WCN’s Founding Partner Stephen Wilchins, the discussion shifts to how to decide when a patriarch should step away from the business, how a business can stay at the forefront of new technology and how tariffs are affecting...
The Second Installment of “What does Success Look Like in 2025” is now available. The panel, featuring Attorney Stephen Wilchins, Discusses Handling Conflict and Transitions in Businesses – Part 2
The second panel discussion, including WCN’s Founding Partner Stephen Wilchins, covers how our guests deal with conflict within the business, prepare for unexpected transitions and communicate those transition plans to employees. Watch the panel on YouTube here.
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