Category: Trust & Estate Planning

We believe estate planning is an essential element of comprehensive wealth management. Our estate planning team helps you explore the full range of potential opportunities a substantial estate can create, including wealth preservation across generations or the creation of a philanthropic legacy.

Abby Tuke
Heather J. Spencer
Alexandra H. Ollinger
Michael J. Chasnoff
Janel E. Carroll
David J. Bross
Thomas Bentley

Economic Issues
Estate Documents
Families
IRAs
Probate
Seniors & Aging
Tax Laws
Trust Administration
Wealth Transfer

All Posts

David J. Bross and Eric Chaimowitz January 15, 2021

Your Financial Plan in a Changing Political Landscape

Abby Tuke October 20, 2020

To Everything There is a Season: What We Can Learn from the Death of a Loved One

David J. Bross April 30, 2020

Pandemic Fears? How to Create (or Update) Your Estate Plan

David J. Bross January 17, 2020

Preparing for the SECURE Act

David J. Bross January 8, 2020

Understanding Grantor Retained Annuity Trusts (GRAT)

David J. Bross October 23, 2019

Estate Planning: Craft Your Legacy