Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Everyone Needs an Estate Strategy
Prepare for the Unexpected
We help pair solutions with your financial context.
Help Your Loved Ones and Assets
Strategic moves now can help provide for loved ones tomorrow.
Incorporate Business Succession Strategies
Make a business transition part of your estate strategy.
Your Legacy
Leave behind a lasting impact designed to stand the test of time.
Establishing A Will
Take steps so your assets are distributed according to your wishes.
Naming Beneficiaries
Learn the importance of naming a beneficiary and keeping them up to date.
Understanding Probate
We're available to help with all your probate questions every step of the way.
The Powers
Learn about the various powers of attorney and the important role they can play in your estate strategy.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Understanding the 3 Primary Classes of Trusts
This article focuses on how trusts operate and which type of trust might be right for your estate plan.
Your Comprehensive Guide To Being an Estate Executor
To help guide you toward a more successful outcome, we’ve outlined ten common steps for executors.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.