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Time for a Review of Your Estate Plan

 April 16, by Judith Gordon

Many of us will face some form of intergenerational family money or property conflict during our lifetime. Changes in tax laws often serve as a good reminder to review your estate plan and make sure your plan still meets your wishes and is written to... continue reading
Benevolence in the New Tax Era
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The Spirit of the Gift | Gift of Making Connections
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The Spirit of the Gift | Gift of Legacy & Values
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The Spirit of the Gift | Gift of Time & Knowledge
 November 30, by Judith Gordon
Will the Children Make It On Their Own?
 November 8, by Judith Gordon
Another Chance for Some to Elect Portability
 September 21, by Judith Gordon
Estate Taxes: In Flux Once Again
 February 8, by Judith Gordon
Smoothing the Wealth Transfer Process
 November 29, by Kevin Dorwin, CFP®
B|O|S Book Review: The Nest
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New Guidance on Portability and QTIP Elections
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Your Digital Afterlife
 October 13, by Judith Gordon
The Legacy of your Digital Photos
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If Only Cinderella had a Trust
 July 6, by Judith Gordon
3 Must-Haves for Professionals in their 20’s
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