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Featured Article
PARE DOWN!
PARE DOWN!

This article is a collective request from your children, grandchildren and anyone else you leave behind to handle your affairs if you become incapacitated and when you pass away. When I meet with prospective clients for the first time, I learn about their financial holdings ...

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Our Newsletters

  • PARE DOWN!

    This article is a collective request from your children, grandchildren and anyone else you leave behind to handle your affairs if you become ...

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  • Build Back Better

    As we are sure you have all heard, the Biden Administration plans to invest billions of dollars in infrastructure. Collectively, this proposal is ...

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  • WHAT IS THE BEST ESTATE PLAN? YOU GET TO DECIDE!

    I commonly get the question from clients: “What is the best estate plan?” While it’s a very simple question, the answer is not so simple. To be ...

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  • DSUE Issues (The Promise and Pain of Portability)

    For years now, a surviving spouse has had the ability to claim the unused Estate Tax credit left behind by a deceased spouse. This credit is called a ...

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  • Attorney-Client Privilege

    “Do we have attorney-client privilege?” is a question that is asked of lawyers, routinely, within the first 5 minutes of meeting a new, potential ...

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  • Not Your Keys, Not Your Crypto – Estate Planning and Cryptocurrencies

    Until recently, cryptocurrencies were seen as speculative investments and relegated to niche investors with a penchant for devouring whitepapers. ...

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