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and resources

How Does an A-B Trust Work with Estate Planning?

An A-B trust is a particular type of trust which is used by married couples to help to minimize their estate tax liabilities. This type of trust will split the married couple’s assets into two parts upon the first death of a spouse. Generally, the objective of an A-B...

How to Plan Succession for Your Business

Owning your own business can be challenging but can be rewarding as well once all of your hard work has paid off. If you have worked hard at running your own business, you will definitely want to make sure the business is in good hands when you finally decide to...

History in the Making

History in the making An event that shocked the nation and the world, September 11 was one of the defining moments of our lifetimes. It changed our country forever; in ways we’re still unraveling decades later.  While we’ll never forget the terror of that day or the...

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