Our office is open and accepting new clients. In the interest of your safety and ours regarding COVID-19, we have implemented new policies. We have expanded our options for remote consultations including full phone or video conference consultations. We also conduct business via regular mail and email as much as we can. When in-office meetings are necessary and scheduled, we are putting forth our best efforts to protect you and our office staff. During any in-office visit, we ask you to sanitize your hands, wear a mask or face covering, and contact us to reschedule your meeting if you are not feeling well. Thank you for your continued support.

Strategies For Minimizing Estate Taxes

Care needs to be taken to minimize the amount of taxes that will be paid either through gifting or inheritance. Gifting is one of a number of tax exemptions individuals can use to reduce the amount of estate taxes. There are two federal taxes that an estate can be...

Changing Face Of Estate Planning

The way assets are passed down has changed in recent decades due in part to the changing nature of the family. Families are smaller today than they were forty or fifty years ago and many women are choosing not to have children. A number of individuals are leaving...