Client Messages

Responsibilities of a Trustee

Many of our clients use trusts as part of their estate and wealth planning. The role of trustee is central to all trusts but may not always be well understood, especially in the context of family trusts. Whether you are  (1) setting up a trust and trying to identify...

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2022 Year-End Tax Planning Tips

As 2022 is coming to an end, we offer some observations about the current tax, charitable and estate planning landscape, along with some year-end planning suggestions. After several years of historically low interest rates, low inflation and a strong stock market,...

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