Back to Client Experience Insights Financial Planning for the Law Firm Partner Andrew Hoercher Tara D. Vagnone Michael McCarville January 31, 2024
Meet The Author Andrew Hoercher Principal Andrew is a Principal in the New York office and has over 10 years of experience in the financial services industry. He provides comprehensive wealth... Learn More
Meet The Author Tara D. Vagnone Partner Tara is a Partner in the New York office where she has over 25 years of experience in the financial services industry. She is responsible... Learn More
Meet The Author Michael McCarville Partner Michael is a Partner in the New York office and has over 20 years of experience in the financial services industry. For the past 14... Learn More
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…