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Chayet & Danzo, LLC., on Legacy Planning – LIVING WELL Magazine

August 21, 2011 LIVING WELL Magazine Comments Off on Chayet & Danzo, LLC., on Legacy Planning – LIVING WELL Magazine

Legacy Planning – Does your checking account make you who you are?
By Frank J. Danzo III and Marco D. Chayet, Chayet & Danzo, LLC., East Denver LIVING WELL Magazine

A will is crucial for ensuring your wishes are respected, but there’s another tool to consider. A legacy plan puts the focus not only on money and assets, but also on your values, morals, traditions and accomplishments. […]

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Brock, Clay, Calhoun & Rogers on Transferring Wealth – LIVING WELL Magazine

August 3, 2011 LIVING WELL Magazine Comments Off on Brock, Clay, Calhoun & Rogers on Transferring Wealth – LIVING WELL Magazine

TRANSFERRING WEALTH:
NARROW WINDOW, BIG OPPORTUNITY
By Ann Watkins, Attorney at Law, Brock, Clay, Calhoun & Rogers, LLC, North Atlanta LIVING WELL Magazine
Estate tax planning may not be the most stimulating topic of discussion in normal times, but for those of us who plan around estate and gift taxes for a living, recent events have been a veritable roller coaster ride. […]