As Democrats in Washington try to reach an agreement on sweeping legislation that incorporates the Biden administration’s economic agenda, the package seems to be shrinking and could jettison some tax hikes on the wealthy. Over the course of this week, ...

Estate planning is a lot bigger than just the financial aspects of the estate. It includes family, feelings, values and goals. I like to call it end-of-life planning, instead of merely estate planning. We guide our clients to plan for ...