Schedule Appointment

Joan Rivers Can Help With Difficult End-Of-Life Conversations

Our mortality is often very difficult for us to discuss even with the people who need to know our wishes the most.   Too often I see clients who think that estate planning means they are just dealing with who gets their stuff when they die.  Who gets what when is just...

Estate Planning for the Young and Affluent

How can young, affluent people plan their estates when the tax landscape may look dramatically different 20, 30 or 40 years from now? Today, the current gift and estate tax exemption is high and the estate tax rate slightly higher than the income tax rate — but that...

An Overview of Long Term Care Options

One of the greatest concerns for the elderly we serve and their families is that of long term care.  Two-thirds of seniors will need care at some point in their life and many have not planned for this likelihood.  It is an emotional and unpleasant topic to broach, but...