Trusts
Estate Planning is Tax Efficiency and Wealth Management
To many people estate planning is merely preparing a will to tell your executor what to do with what you own when you die. But, estate planning is more than just drafting a will. It includes tax efficiencies, wealth preservation, asset protection, efficient asset...
Potential Effects of Build Back Better and Related Bills Before Congress
The media’s focus on spending in the proposed Build Back Better and related bills pending before Congress overlooks many of the revenue aspects that could affect the estate plans of the wealthy and the tax strategies of business owners and the highest income earners....
