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By getting started with the creation of an estate plan this October, you’ll be doing more than safeguarding matters of finances and inheritance, you’ll be guiding future health decisions, providing for loved ones, and creating your own legacy.

When people hear "premarital agreement," they might immediately think of ultra-high net worth individuals trying to protect their wealth. While these agreements are certainly used by those with significant assets, they are not exclusive to the wealthy.

Consider leveraging the all-time high federal gift and generation skipping transfer tax exemptions to transfer assets and wealth to future generations, reduce your taxable estate, and create significant tax savings before the opportunity goes away.

Patrick's licensure in Florida not only expands our geographical reach, but also enhances Donatelli & Coules, Ltd.’s ability to further serve our clients.

Estate planning might not be the most exciting topic to discuss while eating turkey and pumpkin pie this Thanksgiving, but it's like the secret ingredient that ensures a legacy of love and security for your family.

If you're a small business owner, you put everything you have into building your company, overcoming challenges, and creating a lasting legacy. Amidst all the activity of your daily operations, it's easy to overlook crucial aspects that could