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Renee Evangelista received Distinguished Award | May 29 2018

We are pleased to announce that Renee Evangelista was honored by the Rhode Island Foundation at its 2018 Annual Meeting on May 24, 2018.

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Colin O. Sherer Promoted to Partner | February 23 2018

Colin’s practice is focused on assisting clients with tax-efficient, multigenerational estate planning as well as trust and estate administration.

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2017 Tax Reform: Increased Transfer Tax Exemptions and Planning Opportunities. | January 19 2018

The Doubling of the Exemptions to the Federal, Estate, Gift, and Generation-Skipping Transfer Taxes Creates Both Planning Opportunities and the Need to Revisit Your Estate Plan 

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