Category Archives: partner blogs


May 2015

Making Sure They Get What’s Coming to Them – Tips for Effective Estate Planning

After decades of providing advice to clients as I guide them through complicated inheritance laws and tax regulations to achieve the most beneficial outcomes for their estate planning, I have learned an important lesson that I am compelled to pass on — All clients who died without a will thought they had more time. Don’t wait another week. I’ve seen too many painful family and…

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