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Joining our team in Fall 2014, Amy is responsible for the administration of trusts and estates as well as custody and investment management accounts. Amy’s expertise spans a variety of trust structures including estate administration fiduciary income and estate tax
The Patient Protection and Affordable Care Act, enacted in 2010, contains some provisions that directly affect our nation’s age 65 and older population. If you’re a retiree or a senior, you may be concerned about how these reforms are affecting
Domicile Your Trust Assets in Florida Whether you are a seasonal or permanent resident of Florida, or not at all, this tax friendly State does not impose income, estate, gift, intangibles, or generation skipping transfer (GST) taxes. Talk with us
With today's low interest rates and slumping stock and real estate markets, it is challenging to find something positive to talk to clients about. But, behind all the negative news, there are some positive estate planning strategies for people who
72 South Main Street, Canandaigua NY 14424800.724.2621 | 585.394.4260