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 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...