Generational Wealth is Key to Leveling the Playing Field
Even a little bit of a headstart can be extremely helpful in life. Those who start with little economic wealth, including many minorities and recent
Home > Blog
Even a little bit of a headstart can be extremely helpful in life. Those who start with little economic wealth, including many minorities and recent
The estate tax exclusion is the amount you can give without facing an estate tax. Under current law, you may give this amount during life
Sometimes people use Joint Tenancy as a simple way to do Estate Planning. This can have drawbacks, sometimes serious and unexpected. First, why is Joint
It’s Better to Give, Especially This Year Ordinarily, charitable deductions are only available as an itemized deduction. When you file your federal taxes, you have
This article shows readers how a charitable remainder trust can be used to eliminate the 3.8% surtax, defer income taxation of assets, provide an income
We’re excited to announce that we have been accepted into the prestigious American Academy of Estate Planning Attorneys! The Academy is a national organization dedicated
Over time we have seen clients become consumed by the “what” of their estate plan. They lose sight of the bigger picture—their “why.” They may
Healthcare workers have been at the front line of the COVID-19 outbreak response since the beginning. While the majority of America stayed at home, the
Amongst, estate planning circles, the word “probate” often comes with a starkly negative connotation. Indeed, for many people — especially those with larger estates —
Getting the news that you have to undergo major surgery is never easy. Preparing for absences from work, planning for childcare and household responsibilities, and
The golden age of the smartphone has made the sharing of videos and photos more accessible than ever before. This easy access to a quality
Every day we make hundreds of decisions from what to eat for breakfast to where we go on vacation. With each passing day, there are