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Planning for Home Improvements

August 3, 2020. By J.D. Wolfsberg With summer activities now limited and more time spent at home, it can be tempting to give in to daydreams of home renovations, revamping décor, and the completion … More →

Wealth Transfer: More than Just Assets

July 8, 2020. By Jennifer Wolfsberg: In dealing with families on a holistic planing level, we often provide guidance on wealth transfer.  Given the uniqueness of family dynamics, these discussions … More →