July 5, 2017
When you create an estate plan, you are taking a major step in protecting your family. You are creating a plan that goes into effect should you pass away or become incapacitated. This planning can take away a lot of confusion and fighting amongst your loved ones, it ca...
May 20, 2017
Charitable Lead Trusts are not for everyone, but for the right client these trusts can generate huge tax savings. In this article, we will go though the various options for Charitable Lead Trusts and give the risks and rewards, so you can decide which type is right for...
April 3, 2017
Many clients would like to give a significant amount of assets to charity. While they make donations to charitable causes on a yearly basis, they cannot give the amounts that they would like to because they must make sure that they can provide for themselves and their...
February 14, 2017
Estate planning is a valuable process that everyone should complete. Many think that estate planning is only for the rich, but this is not the case. Wealthy people use estate planning to minimize estate tax, to transfer assets and businesses efficiently, to donate to c...
February 9, 2017
A divorce proceeding is almost always a terrible situation. A marriage is ending, the parties are hurting, and they know how to hurt each other more. Contested divorces can become messy fast, especially when children are involved. This messiness can stretch out the pro...
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