We offer the option of consultations and meetings in-person, video & phone.

Category: Estate Planning

Estate Planning

Special Needs Trust Planning

Many of our clients are not aware of the fact that leaving an inheritance to a beneficiary that currently receives public benefits can actually disqualify

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Estate Planning

Happy Valentine’s Day!

Did you know that the Internal Revenue Service loves Valentine’s Day, too? It’s true! This is evidenced by sections 2056 and 2523 of the Internal

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