January 9, 2018. By Ashley Agnew: As part of our services, we often quarterback the coordination of tax and estate planning professionals on behalf of our client’s needs. This includes but is not limited to: retitling of accounts, annual gifting execution and...
January 3, 2018. By R. Anthony Norris: Due to inclement weather and for the safety of our team and clients, we will be working remotely tomorrow, Thursday, January 4th. Although we will not be present in our office, you may still reach us by calling our regular...
January 3, 2018. By Lori Patterson: IRA (Individual Retirement Account) owners have the option of listing one or more beneficiaries and the percentage of the assets they will leave to each heir. Depending on the relationship of the owner and the beneficiary of the...
December 29, 2017. By John Wolfsberg: As we close out 2017, we want to thank our clients, colleagues, and friends of the firm for a wonderful year. With the help of so many we continue to grow our valued relationships and expand our services with the goal of providing...
December 20, 2017. By Ashley Agnew: At the end of each year, we coordinate a charitable initiative to support a cause that is important to us as a firm. Throughout the holiday season, we raise awareness and support for that singular charity via our communication...
December 15, 2017. By Courtney Summa: Technology has become a huge part of our lives, making things in life a bit more convenient. With such easy and immediate access to communication, however, most of us are guilty of sending one last email or scrolling through...
