Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
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.