Uniquely Qualified. Remarkably Determined.
With more than 80+ years of combined experience, we expertly advise each client on effective planning that protects their family and business structures today and for generations to come.
In the immediate aftermath of President Obama’s re-election and the potential continuing gridlock between the House of Representatives and the Senate, we offer our perspective on what the situation is, or will be, with respect to income and estate tax planning. On the...
With the high incidence of divorce and remarriage, blended families are becoming the new norm. Unlike the traditional nuclear family, there are many aspects of a blended family that require careful and honest evaluation in order to avoid unintended surprises for...
In five short months, the unified gift and estate tax laws will undergo drastic changes and not for the better. On December 31, 2012, the Tax Relief, Unemployment Insurance Reauthorization, and Jobs Creation Act of 2010 that increased the estate tax exemption to $5.12...
As a young professional, life is dynamic. You are likely buying your first home, getting married and starting a family. With these significant milestones comes added responsibility for your new husband/wife, children, pets and debts. Yet, while many young...
After careful consideration and counsel, you have chosen to take advantage of the myriad of benefits a trust can provide you. The hard part is over, right? Not exactly. Often we find that deciding on who will serve as initial or successor trustee for your trust can be...
You worked too hard to amass your estate to make simple, avoidable mistakes with your estate plan. Yet, we find that many people, even some of the most affluent, have made or will make one or more of the mistakes highlighted in a recent Forbes article entitled “7...
Wills and trusts are among the many estate planning vehicles that provide a method for disposing of assets and carrying out your wishes upon death. Oftentimes, the difficult choice is deciding which one of the two, or both, is the most appropriate in order to properly...