Members from the firm’s Tax & Estate Planning Department provided helpful advice on “Simple Strategies to Simplify Your Estate,” a blog by Kurt Rossi, President, Independent Wealth Management, located in Wall, NJ. The column also appeared in NJ.com, The Times of Trenton.
Read what partners Blake Laurence, Christina Hardman O’Neal and Dan Olszak, Jr. have to offer about getting organized, consolidating and updating beneficiaries in Kurt Rossi’s informative column.