Rightsizing
The tax tail should never wag the dog. Make sure your estate plan fits your family needs and objectives.
Where There’s a Will…
Think of your Last Will as the deed to all your assets. Keeping it current is the only way to assure your wishes are met.
What’s in Your Family Name?
Creating a legacy is more than the funds you leave behind.
Lifetime Giving Just Got Easier
What higher estate tax exemptions mean for wealthy Americans.
College Bound
Planning ahead for college expenses? Some options are more tax efficient than others.
Keeping It In The Family
Planning for the continuation of a business after the founder is gone presents some of the most difficult decisions entrepreneurs face.