Large Firm Service. Small Firm Attention.

Posted April 23, 2024

Our friends at Larchmont Wealth Management met with Partner Amy C. O’Hara to discuss the importance of trusts and estates in financial plans for individuals and their families. Trusts and estates can help you shield your assets from taxes and avoid having the government make important financial or health decisions for you or family member. Thank you Pat for taking the time to speak with us and for this great video series at Larchmont Wealth Management.