As part of a coordinated effort with the Federal Emergency Management Agency (FEMA), the Internal Revenue Service...
Robin Petty, JD
Articles by: Robin Petty, JD
When the Will is Gone
When the Will is Gone There is a presumption under the law that when a Will is destroyed, the Testator (i.e., the...
Leveraging SECURE 2.0 for Disaster Relief: Essential IRS Guidelines
The SECURE 2.0 Act of 2022 (SECURE 2.0) enacted on December 29, 2022, specifically Section 331, amended the Internal...
Well, That’s Pretty Crummey!
Each of us has pivotal learning points in our lives: when you learned how to read, when you learned how to drive and...
Rollover Equity & Wealth Strategy
Entrepreneurs may be missing a powerful opportunity by not exploring planning options for rollover equity when they...
Valuing Your Values
Valuing Your Values: A Case Study in Wealth Strategy At NewEdge Wealth, we believe that the complexity of our...