For many, purchasing your primary residence is the largest purchase you will make in your life. This article discusses a number of tax and estate planning questions surrounding the principal residence exemption. As always, for more information, please...

One common way to distribute your estate is by using a Testamentary Trust, a trust that is created by your will. This article discusses some of the reasons you may want to consider using such a trust. For more information, as always, please reach out...

There are many tools that can be used for planning during your lifetime and beyond. One common approach is the alter ego or joint partner trust. Click to read on the benefits and drawbacks. For more details, please reach out. Click Here