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 a previous blog post (What’s In A Name?), we briefly discussed some risks facing a business owner when he or she fails to adequately vet and protect a tradename or logo that is critical to his or her business. In short, the impact of such an oversight can be...
The path that we walk and the choices that we make are reflective of our values. Most of us as parents and grandparents look at our children and grandchildren and hope that we can instill our beliefs and values into our family members. We do that in our time...
If it’s the trade name of your business – the answer to that question may be “everything!” For many business owners who have toiled for years to establish long-term client relationships and a brand identity for their closely-held enterprise, the value associated with...
An old proverb states, “A man who is his own lawyer has a fool for a client.” While humorous, we all too often find clients coming to us with problems that have arisen as a result of their self-representation in forming a business, drafting a Will, preparing a...
In 2013 information is easily available. The amazing resources of the web are accessible from our computer, tablets, phones and even our cars. If you have a question that needs an answer, there is no need to wait. You can find the answer anytime and anywhere. At...
As you doubtless know, The American Taxpayer Relief Act of 2012 has just recently been signed into law. It extends many of the 2001, 2003 and 2009 tax cuts, allows Social Security withholding to return to prior levels and increases income tax rates; while for...