Jon Fortin, J.D.: November 4, 2025
Trust planning is one of the most powerful wealth management tools available for high-net-worth...
Jon Fortin, J.D.: August 1, 2024
It's an unthinkable scenario. A property owner passes away and soon after their death a fire...
Jon Fortin, J.D.: November 9, 2023
As the year swiftly comes to a close, many individuals are considering year-end tax plans,...
Jon Fortin, J.D.: November 8, 2022
November 8, 2022 - The Department of the Treasury (Treasury Department) and the Internal Revenue...
Jon Fortin, J.D.: February 9, 2021
February 9, 2021 - Gifting is a rewarding and smart way to pass assets to your family, friends, or...
Jon Fortin, J.D.: November 19, 2020
November 19, 2020 - If you're looking to transfer wealth, protect your assets, and manage taxes,...
Jon Fortin, J.D.: October 28, 2020
October 27, 2020 - Gifting strategies can provide for those you care about and organizations close...
