So, You Just Received a Financial Windfall
The sudden appearance of a lump sum of money can have significant impacts on your life. Consider how to effectively navigate a financial windfall.
Tax Tips for High-Net-Worth
Changes to estate tax rules and interest rates are keeping estate planners busy in 2022. Here are a few things for you to consider.
Estate Planning for High-Net-Worth
Planning can help avoid probate and minimize the impact of estate tax, both state and federal, so that loved ones receive more of a hard-earned estate.