When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.