Forbes

One of the many challenges high net worth families face during the estate and legacy planning process is knowing when and how to educate...

Tax laws are inherently complex, and the 2017 Tax Cut and Jobs Act hasn’t made finding ways to reduce tax drag easier for tax lawyers...

The important thing is to get started by calling an estate attorney, or if you are budget conscious, look for online resources at the very least.

What do I do for clients? I’ve run into this question a lot lately, and I understand why it comes up. 

Looking for a way to affirm if your marketing efforts are outdated or not? I’ve developed a very simple litmus test you can administer immediately.