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Testimonials

"[Evan's] advice is both well thought out and thoroughly researched. His explanations of complicated subjects are always easy to understand and his patience in answering questions was greatly appreciated."
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Estate Planning Articles

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  • Turn Assets Into Income: Private Annuities Might Be Right for You
  • Trusts Can Provide Incentives for Your Children's Behavior
  • Here's a Good Example of Why Everyone Needs a Will
  • IRS Ruling Helps With Planning for IRAs
  • What If Your UTMA Account Has Matured, But Your Child Hasn't?
  • Why Trusts Can Be Smart Even If Your Children Are Grown
  • Estate Tax Exemption Raised; Good Time to Review Planning
  • Consider Giving 'Stuff' to Charity, Rather Than Cash or Stock
  • IRS Wants to Limit Family Limited Partnerships
  • Retirement Accounts Even More Important for Estate Planning
  • Writing a Will Is Key With Adopted Children
  • Alternative Minimum Tax Is a 'Time Bomb'
  • New Tax Laws Encourage Estate Planning
  • Higher Gift Limit Helps Reduce Estate Taxes
  • New Tax Law Makes Estate Planning More Necessary
  • Tax Law Promotes Saving for Education
  • When a Lawyer's Help Makes All the Difference

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