Estate Planning Articles What is a Will and When Do I Use It?One of the greatest gifts you can give to your family is to have your…Hallie TessendorfMay 18, 2023
Estate Planning ArticlesHigh-net-worth Advanced Estate Planning Tools: What is a QPRT?Yesterday I was talking to a client about how the tax law rules have changed…Todd SmithJanuary 13, 2023
Estate Planning ArticlesHigh-net-worth Planning with PurposeI love the Tim McGraw song, “In My Next 30 Years." I have practiced estate…Matt DanaAugust 16, 2022
Estate Planning ArticlesHigh-net-worth How to Avoid Estate Taxes – Red Box Green BoxHow many of you as kids used to play the game, “red light, green light”?…Matt DanaJuly 29, 2022
