New Year’s resolutions can be daunting, especially when trying to accomplish them alone. Fortunately, our team has the expertise to provide guidance and work alongside our clients to create manageable timelines and achieve estate planning goals now and into the future.

If you are someone with a valuable estate seeking to keep more of your family’s wealth intact, we will gladly talk you through some innovative ways to use this inflation adjustment to minimize taxes.

As we enter the last few months of 2022, we want to remind you that it’s a great time to start thinking about ways to end your year strong so you can truly celebrate over the Holidays. Whether it’s updating your Estate Plan or cleaning up your corporate records, our team is here to help.

By adding supplemental needs planning to your legacy or by creating a current Supplemental Needs Trust, you can greatly improve the quality of life of an individual with special needs.