Contact Us

Wendy Fishman

Recent Posts

5 Benefits of a Non-Family Member Trustee

When it comes to choosing a trustee to oversee your estate, it's important to find one you can fully entrust with the wellbeing ...
Read More

The Role of a Fiduciary Advisor

If you're like many people, you probably don't know exactly what a fiduciary financial advisor does and how working with one can ...
Read More

Things to Consider About Cash Balance Retirement Plans

As a business owner, exploring cash balance plans may be  beneficial to you and your employees. A cash balance plan is a ...
Read More

The Cost of Leaving No Will and Why Everyone Needs One

If you don’t have a will, you’re far from alone. In fact, a 2017 study reveals that 60% of Americans don’t have wills ...
Read More

The Pros and Cons of Robo-Advisors vs. Personal Advice

If you read the Wall Street Journal or listen to Bloomberg News, you’ve probably heard about robo-advisors. However, you may not ...
Read More

6 Ways To Mine Tax Breaks Year Round

When it comes to tax preparation you want to find and use all the appropriate avenues that help you pay out less and keep more of ...
Read More

Year-end Planning: What's coming?

As 2017 draws to a close, it’s time to look to 2018 tax planning. This can be important for knowing how much you want to spend, ...
Read More

How Does a Winter Resident Prove Florida Residency? Consult with a Licensed Florida Trust Company

As some of our clients are “winter” residents in Florida, more and more people are making a permanent move to Florida to enjoy ...
Read More

Hello IRS - Is That Really You?

Did you know that the IRS does not make phone calls? Over 90,000 Americans have fallen for this scam. Some are even $5 million ...
Read More