
Lower Estate Taxes, Tougher Estate Planning
If you’re like most people, you probably think of your estate plan in earnest every…
If you’re like most people, you probably think of your estate plan in earnest every…
On January 1, 2018, pursuant to the Tax Cuts and Jobs Act of 2017, the…
Estate and trust attorneys see people at their best and at their worst. We see…
Estate planning is confusing for just about everyone who doesn’t do estate planning for a…
You may or may not know the story of the “Most Expensive Bowl of Soup…
In our work with families of wealth, we focus on deeper aspects of character more…
In over 20 years of working with people of means, I’ve seen good results and…
Leo Tolstoy’s novel, Anna Karenina, begins with the oft-quoted statement: “Happy families are all alike;…
Will Rogers once said “There’s no hurry to make a Will. Just see your lawyer…
Family meetings require thoughtful planning in advance. While family togetherness is beneficial, a productive family meeting will have defined goals and objectives.