Estate Plan Maintenance

Your estate plan is a snapshot of you, your goals, your family, your assets, tax laws, and other laws in effect at the time it was created. All of these variables change over time, and [...]

By | November 1st, 2016|Categories: Uncategorized|0 Comments

Estate Tax Planning

BEWARE: you may not be out of the woods yet. Unless you have a comprehensive estate plan, taxes may slip in when you’re least expecting it. That being said, many, but not all, of you [...]

By | October 1st, 2016|Categories: Uncategorized|0 Comments