June 29, 2016. By Courtney Faria: Whether the wedding bells are around the corner or have just rung, one challenge many couples encounter includes discussing the management of money. This tends to be a sensitive topic, however is an important item to discuss early on,...
March 2, 2017. By Jennifer Wolfsberg: Over the last several years we as a firm have become more involved in our client’s financial organization as it pertains to family office services and wealth management. As part of this process, we actively speak with their CPAs,...
On September 20th, Centerpoint hosted estate attorney Kelly Gill to discuss estate planning for those caring for aging parents as well as children, often referred to as the “Sandwich Generation”. She spoke about ways to protect assets, which estate...
August 31, 2016. By Jennifer Wolfsberg: The thought of losing a spouse is overwhelming. The life you have envisioned is suddenly upended, and the dream of growing old together is no longer in your grasp. When such tragedies occur, the spouse left behind is not only...
