John Sweeney

There is a particular kind of anxiety that settles in when the financial news cycle becomes impossible to ignore. Markets swing. Policy proposals emerge that could reshape taxation overnight....more Divorce reshapes nearly every aspect of a client’s legal and financial life, yet estate planning consequences are frequently overlooked. Many individuals assume that once a divorce is filed, their estranged spouse is...more One of the most common estate-planning mistakes has nothing to do with wills or trusts. It happens quietly through joint accounts and beneficiary designations that people set up years earlier and forget about....more As the holiday season approaches, families gather to reconnect, reflect, and prepare for the year ahead. For many households, it is one of the few times when adult children, aging parents, and extended family members are all...more