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Amy Papa
Estate Attorney
Amy Papa is a seasoned Attorney at Bolan Jahnsen Dacey with 15 years of experience. She holds a Juris Doctor degree from Rutgers Law School and has a broad background in legal matters. Amy is known for her strategic approach and thorough understanding of complex legal issues, providing tailored solutions to meet her client’s needs. Her expertise and client-focused approach make her a valuable member of Tomoro’s team.
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ESOPs Explained: A Practical Option for Business Owners Planning an Exit
If you are thinking about selling your business, you are likely balancing a few competing goals. You want fair value. You want to reduce taxes wher...
Business Owner Priorities Today: Control, Resilience, and Optionality
Many business owners today are not asking about exit timing. They are asking about control. They want confidence that the business can absorb press...
The Case for Including Bitcoin in a Diversified Portfolio
Executive Summary As fiduciaries, one of our roles is to help clients achieve their long-term financial goals by prudent, research-driven portfolio...
The Big Beautiful Bill Act Is Now Law
What It Means for Individuals, Business Owners, and Long-Term Strategy On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law—...
Why Wealthy Families are Turning to Independent Wealth Managers
Traditionally, the term “wealth management” conjures images of vast, venerable institutions. Gray suits. Jet black buildings. Nineteenth century fo...
The Family Business Succession Playbook
Legend has it that Andrew Carnegie, an all-time titan of industry, once commented on the challenge of preserving family wealth beyond three generat...
Legacy: What Does It Really Mean
Legacy: What Does It Really Mean? Words carry power. But sometimes, through overuse, we drain them of meaning. The word legacy has suffered t...
Why is it Important for Business Owners to do Assessments
Why is it Important for Business Owners to do Assessments? It’s tempting to picture a business as a static entity—either “successful” or a “s...
