1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2018The Kiplinger Washington Editors
See All Authors »
Waldron Private Wealth
Casey Robinson is a wealth counselor at Waldron Private Wealth, a boutique wealth management firm located just outside Pittsburgh, Pa. He focuses on simplifying the complexities of wealth for a select group of individuals, families and family offices. Robinson has extensive experience assisting multi-generational families to develop comprehensive estate planning strategies, integrating trusts, tax planning and risk management to support their unique long term goals.
Most people hate reviewing their estate plans, and I can’t say I blame them. From tax law and complex documents, to trusts and health care directives, the intricacies can be daunting. Plus, talking about ...
See More From: Estate Planning
If it's been a few years since you completed your estate plan, chances are your documents could need some serious updating. Here are some key areas of your estate where potentially perilous gaps can crop up.
See More From: Building Wealth