Estate Planning and Wealth Transfer

As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly…

Congress passed the final version of the pending tax legislation, which will now move to President Trump's desk for signature. The bill is…

Last month, the IRS issued proposed regulations that, if finalized, will dramatically impact future planning options for Family Companies (LLC’s, Limited Partnerships, General…

We recognize the importance to our clients of raising responsible children and communicating with them about money in healthy ways.

While most of us already understand the importance of a legal will from an estate planning perspective, how does ethics factor into this…