Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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.