Taxes & Estate Planning
Trump family financial legacy, explained
Grantor Retained Annuity Trusts (GRATs) have been around for ages. Someone you may have heard of was...
Taking Stock at the Halfway Milepost
Most people take stock of where they are financially at the turn of the new year. I have a different...
The estate tax numbers (2016 version)
Estate taxes used to be a big deal to affluent families. Now, not so much.
When not to pass it on to your children
Many of our clients own successful, growing businesses. Many also have young children, and anticipate a...