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.
We’re Coming for the Holidays!
Passing a family home through the generations can leave a meaningful legacy for your heirs, but there are many issues to consider and resolve before proceeding.
Check Your Beneficiaries!
Often overlooked, the coordination of beneficiary designations is a critical component of any estate plan.