by admin | Apr 17, 2013 | Weekly Articles
The holidays are traditionally the time for family gatherings, where generations come together and perform holiday rituals that have been passed down through the years. Part of those rituals includes material possessions – a well-worn set of silver at the holiday...
by admin | Apr 17, 2013 | Weekly Articles
The American Taxpayer Relief Act of 2012 that Congress passed on New Year’s Day extended the Bush era tax cuts, but the benefits of those cuts for most American taxpayers will be offset by a 2% increase in payroll tax. According to the Tax Policy Center, a...
by admin | Apr 17, 2013 | Weekly Articles
How to Talk to a Loved One About Estate Planning Estate planning rarely comes up in the course of regular conversation and if it does, it is usually involves what has happened to a celebrity’s fortune after his or her death. The distance is safe, so the conversation...
by admin | Apr 13, 2013 | Other Articles
The Family Wealth Inventory and Assessment is designed to help you focus in on the important information and questions that are necessary to get your legal and financial house in order. We ask you to fill it out and return it to us in advance of our appointment so...
by admin | Apr 13, 2013 | Other Articles
We know, beginning your estate plan is a big step. So our process is designed to ensure your confidence in the planning process each step of the way. Every decision is carefully reviewed with you and yet the entire process doesn’t stretch out beyond 8 weeks,...
