Charles PenzienLiving Trusts can Benefit More than MillionairesComplex tax planning for the ultra-wealthy almost always involves the use of various trusts. But it is a mistake to think that trusts are…Dec 21, 2017Dec 21, 2017
Charles PenzienWhen was the last time you reviewed your estate plan?An investment in a complete estate plan is an expensive process. The expense related to an estate plan is not just the cost of putting the…Dec 15, 2017Dec 15, 2017