A Letter to Our Clients Regarding Essential Elements of an Up-To-Date Estate Plan

We recently sent this letter to many of our past clients because there have been many changes in the estate planning world over the last few years; so now, more than ever, it is important to make sure that your estate plan is up-to-date. We send this letter with a...

Four Tips for a Pain Free Tax Season

By: The American Academy of Estate Planning Attorneys New Year’s Day has come and gone, and April 15th looms in the not-too-distant future. While it’s true that many of the big tax planning decisions – like deferring income or bunching deductions – should be made...