Downloads
Intake Form for New Clients
Please download and complete as much of this form as possible before your appointment
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Estate Plan Check-up
If you haven’t had your estate planning documents reviewed recently, perhaps it is time for a check-up.
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Stepping Up Basis in Living Taxpayer Assets With Upstream Wealth Transfers Through Intentionally Defective Grantor Trusts
A New Strategy to Increase Basis in Appreciated Assets
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