Ensure any estate or trust you are involved with is administered in a timely and efficient manner.
Many professionals—lawyers, CPAs, financial planners, charities, stockbrokers, and insurance salespeople—offer estate planning services. But many of them lack genuine knowledge or experience with estate administration. We have the expertise to make this difficult time less overwhelming.
Our partners have tax and accounting backgrounds to provide comprehensive guidance.
The tax issues and other decisions involved in an estate are often overwhelming, especially during what is often a difficult time. We will help simplify the process and help you evaluate your options.
We have handled probates, prepared estate tax and fiduciary income tax returns, and have assisted hundreds of personal representatives and trustees with managing a family member’s estate or trust.
When markets change quickly, working the plan, rebalancing, dollar cost averaging, and reviewing your plan remain the best courses of action.
In the week or so since the end of the quarter, the direction I was going to take this post changed as quickly as the Duke basketball team’s fortunes over the weekend.
“Stay the Course” Doesn’t Mean Ignore the Journey March seems to be turning into a time of year when something out of our control makes it appropriate to check in and offer an investment perspective...