I was sitting down the other day with one of my favorite clients, Mary. You will never meet someone as sweet and generous as Mary; nor as sharp and spunky. Mary is a pistol! She ...
The coronavirus pandemic (COVID-19) has been a disturbing reminder that life can suddenly change. How can you now take control of your affairs so that you and your loved ones are cared for in the ...
The Build Back Better Act is the budget reconciliation bill that Democrats are currently debating amongst themselves and could contain the death knell to irrevocable grantor trust planning. With the recent release of the Pandora ...
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