T.J. likes to think of his firm as a caring, forward-looking, problem solving resource for legally and financially transitioning families, including today’s young family with small children, as well as individuals at or nearing retirement.
His practice is focused on guiding clients through the complicated and often confusing process of creating plans that balance family and asset protection, preserve wealth and reflect cherished family values. Through T.J.’s patience and his ability to truly listen to client concerns, he is able to translate his clients’ visions into plans that meet their desires and exceed their expectations, developing lifelong relationships with not only clients, but their families as well.
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Social Security Overpayment Rules Are Changing Once Again
Effective March 27, 2025, the Social Security Administration (SSA) reinstates the 100 percent policy to recover overpayments, reverting from the previous 10 percent withholding rate established in early 2024.
2024 Survey Shows Long-Term Care Costs Continue to Rise
The latest annual cost of care survey by Genworth and CareScout offers insight into the cost trends of long-term care in the United States.
How IRS Layoffs May Affect Your Taxes and Estate Planning
As the Internal Revenue Service (IRS) faces workforce reductions under the Trump administration, experts say the cuts could strain the agency's capacity to fulfill its primary functions.