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Introducing Our New Website

We are proud to announce the launch of our newly redesigned website! It's been 4 years since our last update and we were LONG overdue for a refresh. So instead of a few minor tweaks, we decided to rebuild the site from the ground up. The re-design process took longer than expected (almost 12 months), but we believe the result is a much more robust and functional portal for existing and prospective clients. Here are some of the key features you'll find on the new site...

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You've Been Granted Restricted Stock: Now What?

If you’ve been granted Restricted Stock Units (RSUs), congratulations! You have likely been given this equity award because you are valued, and your employer wants you to stay with the company and meet certain performance benchmarks. But it’s important to understand that your employer has merely promised to deliver shares (or an equivalent cash payment) to you at a future date.

Equity Compensation
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Why You Need an Estate Plan for Your Digital Assets

With traditional estate planning, you take steps to ensure that your executor or personal representative can access the information needed to gather and safeguard your assets, contact creditors, and, if necessary, oversee your business after your passing. This can be especially challenging with digital assets if you do not arrange the proper authorization ahead of time.

Estate Planning

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