Will Your Gift be a Curse? Ask Yourself these 5 Questions.

Gifting assets to avoid estate taxes is one of the most basic, age-old tricks to estate planning and the strategy has many, many proponents. But this approach–like many strategies to avoid taxation–isn’t nearly as simple nor foolproof as it appears on its...

Merry Christmas!

Merry Christmas to all the wonderful families and business owners that we serve. It is our profound privilege to know you and be a part of your lives. Have a joyous holiday!     Best wishes, Kimberly, Sara, and...