» 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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Hank’s primary focus is on the needs of his clients and what works best for them in their individual circumstances. He is very practical and works to educate his clients without being condescending. At the same time, he keeps himself up to date… Read More
– Kathleen Grover

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