Our Firm
Alumnus, Congregational Members and Donors have a common thread of concern. They want to continue to give to worthy causes and secure inheritances for their families. Professional assistance is of utmost importance when it comes to the Creation and Preservation Wealth. Without proper planning and periodic monitoring, estates larger and small can be eroded by inflation and taxes.
One of the most famous quotes that Judge Learned Hand is known for is: "There is nothing sinister in so arranging one's affairs as to keep taxes as low as possible."
In another famous quote regarding the U.S. income tax law, Judge Hand wrote:
"Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes [. . . . ]"
There are 3 Phases of Estate Planning:
- Accumulation
- Preservation
- Distribution
Estate Planning is not just for the “wealthy”.
Everyone should have good estate plan.
"Professional Assistance With The Creation and Preservation Of Wealth"
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