Our Thinking

We hope you find our library of materials and our Firm’s most recent Market Insights and Investment Review and Outlook interesting.

Advance Health Care Directives: Living Wills and Health Care Proxies
| Estate and Tax Planning
The Importance of Having a Durable Power of Attorney
| Estate and Tax Planning Featured Articles
Basic Estate Planning Documents Everyone Should Have
| Estate and Tax Planning Featured Articles
2021 Tax Update
| Estate and Tax Planning
Update on Possible Tax Changes in 2021
| Estate and Tax Planning
Tax Changes Under the Biden Administration
| Estate and Tax Planning Featured Articles
Tax Update: California Modifies Property Tax Rules for Parent-to-Child Transfers
| Estate and Tax Planning Featured Articles