Changing Financial Advisors? Invest in an Ounce of Prevention.

We are in the days of advisors and professionals jumping from firm to firm like jackrabbits.  Because most of us value the relationship with the advisor and …

Estate and Gift Tax Relief No Longer Riding Into the Sunset

In the estate tax realm the only constant is change.  However, the change has maintained most of the status quo.  The “Fiscal Cliff Fix” passed …

Partial Deal May be in the Works

Senate leaders are working on a partial deal that could be passed by the House of Representatives.  No grand deal will be reached.  Republicans indicated that they want …

President Obama Continues to Signal Support for $3.5 million Estate Tax Exemption

Yesterday, President Obama offered a partial compromise that mostly centered around personal income taxes.  It has been reported that part of the proposal was to reset …

What’s the Big Deal? So, We Did Not Get a New President

What does the re-election of President Obama mean for you?  Well, it depends.  There is a great deal of confusion out there, most of which …

Is the Bird in the Bush, the Hand, or Neither?

Estate planning is never an exact science.  As many of you know, if Congress and the President fail to act before year-end, the Bush-era tax …

Where There’s a Will, There’s a Way

With regular exercise and a smart diet, we know that we increase our overall health while reducing the risk of chronic disease. Many of us …

About Us

The Firm, with offices in Savannah and on Skidaway Island, has a boutique practice focusing on the representation of private clients, fiduciaries, trusts and estates, families, family businesses, and complex litigation.