» Irrevocable Trust

THE NEW FOCUS OF ESTATE PLANNING RIGHT NOW IS INCOME TAXES

Over the last two decades, changes in the estate tax laws have caused a great shift in the focus of estate planning.  At one time, the primary issue was avoiding a 55% estate tax rate on a relatively modest level of assets.  For example, in 1995 th… 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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