Articles

December 29, 2017

Probate:  Angel or Devil?

What factors would cause it to be a “nightmare” and what factors may also lead to a very simplified process?  How many times have we seen […]
December 19, 2017

Estate Planning: It’s a Family Affair

The best way to go about holding a family meeting for estate planning purposes. Countless movies and books have told the story of family members gathering […]
November 13, 2017

Planning for Gift Taxes

Is it possible to give a portion of your estate without paying gift taxes? In certain situations, our clients want to gift assets to their children, grandchildren, […]
November 1, 2017

Your Family Is Your Legacy . . . Have You Provided for Them Accordingly?

Preparing a legacy for your family Many people are concerned about the legacy that they will leave, or the imprint they will make on the world […]