by Kathy Sablone, JD, AEP®, Co-Chief Planning Officer With summer winding down, and children returning to school, we wanted to provide a timely reminder that now is the perfect opportunity to review or create an estate plan for your adult children. It may be hard to...
by Michael L. Brown, JD, CPA | Vice Chairman and Managing Director and Brad A. Gardner | Managing Director An inheritance can enrich your life and change the world around you. It also comes with many challenges, as we discuss in this article. Many who inherit...
