New Year-End Planning Resources

I would like to bring your attention to two new resources for your Year-End Estate Tax Planning: Free Estate Planning Opportunities Webinar Planning Opportunities Not to Miss in 2012A Free Estate Planning Webinar for American Families and Businesses Recording now...

Estate Tax Fiscal Cliff – 53 Days and Counting

The following was first posted on the “Surviving the Estate Tax Fiscal Cliff” on November 9th, 2012: If you were like many of my clients you have been waiting. Yes, your attorney, your financial advisor, your CPA, and every news source you read has been...