» Business Succession Planning

The Perils of Business Deals without Good Legal Advice

    Lawyers can be expensive. But the value of good legal advice is not always appreciated. In the area of business transactions legal costs should seem far less “costly” when weighed against the potential negative costs when business deal… Read More
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Observations on the U.S. Trust Annual Wealth Survey

U.S. Trust conducts an annual survey of high net worth individuals to prepare a comprehensive report it calls the “Insights on Wealth and Worth” (“Survey”).  While there are many fascinating observations and conclusions that may be drawn fro… Read More
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Testimonials

We were facing heavy medical expenses with a modest inheritance and little to no income. Hank’s advice to establish a living estate was brilliant and his continued advice in handling our finances has been a blessing. As our health deteriorates,… Read More
– D.W.S.

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