Integrating a family’s estate diagram with personal financial statements creates a useful planning tool, especially for individual family members who prefer visual depictions to narrative descriptions.
Drafting trust terms to document your wishes is a complex and challenging process. The language you use is critical and will determine the degree of flexibility your trustees and heirs will have in the future.
We can work together to protect your information and assets.
A guide to understanding the impact of tax reform on individuals, itemized deductions, pass-through businesses, and corporations.
Legacy is not just an estate plan that passes down tangible assets; it is much bigger.