Family Advisory and Administration Services
For families or elderly clients, we provide flexible support services to help them manage their financial affairs. We assist with these important tasks and help relieve the burden on family members. Of course, we appreciate the need for complete confidentiality in family financial matters. We take extra precautions to ensure that private information stays that way.
Our Family Advisory and Administration Services Include:
- Tax and Investment Matters
- Insurance Assistance
- Bill Payment and Domestic Payroll
- Estate and Gift Planning and Plan Implementation
- Medical Caregiver Arrangements
- Buying and Selling Homes
- Transition to Senior Care
- Family Office Support
- Family Communication
For more information about the team, click the link below:
Different states have different rules for determining whether a trust is a “resident” for income tax purposes. State tax liability can depend on the location of settlors, trustees, or beneficiaries. In some situations, a trust could be liable for taxes in multiple...
Inflation is generally bad news. But a favorable side effect is bigger annual inflation adjustments to federal tax breaks. In fact, many federal tax parameters for the 2023 tax year are up about 7% over the amounts for 2022. Here are the details — plus...
When developing an estate plan, you may want to consider setting up trusts for various reasons, including protecting your assets from potential creditors. One way to accomplish this, depending on where you live, may be to set up a Domestic Asset Protection Trust...