Dedicated to the security and well-being of seniors and their families facing today’s complex legal and social services environmentSM
“…the new law signed in December dramatically changes estate planning in ways advisors and their clients may not yet realize. Without the influence of their financial advisors, clients are unlikely to realize these important changes…
“…all of your documents are now out of date, thanks to new tax laws that went into effect at the turn of the year. “Blow the dust off and see if it’s even needed anymore,” said certified financial planner…
“The Act doubles an individual’s exemptions for…This act contains significant tax legislation that offers numerous planning and gifting opportunities for individuals and couples…”