Estate Planning

A carefully prepared estate plan will allow you to achieve many goals. Ensure the financial security of your spouse; determine what should be left to children, grandchildren and beyond, and how their inheritance should be handled if they are young; dispose of the family business; minimize the effects of taxes on your estate; empower a reliable executor or trustee to invest and manage the assets of your estate. Our estate planning services include management, gifting, and death transfer tax, plus extensive services to balance tax exposure and protect non-traditional assets. We utilize multiple financial strategies and instruments to make the most of your estate.

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Email Notification Now Available for Tax Payments

July 26, 2017

The IRS has introduced an email feature that enables taxpayers to get notifications in their personal email accounts about their payments using IRS Direct Pay or the Electronic Federal Tax...

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