Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.