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Our firm practices in many areas of estate planning. This web site was designed to save you time and money by walking you through the basics of estate planning and the associated tax issues. Our site provides current information and tools to assist in developing your retirement plan.
Start with our informative articles to familiarize yourself with basic concepts. If you have a little more time, grab a cup of coffee and use our tools to see some real life examples. To see how much the government will be taking from you, try out our Estate Tax Calculator. We think you will be surprised by what you find. In an effort to keep you up-to-date with current tax related information, we have provided a Tax Center with tips and links to some common forms. For more detailed information about your specific situation, please contact us.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."