Planning Tools, Industry Updates & News You Can Use

This collection of resources is offered to put the power of partnered planning right in your hands. Contact us to learn how we can help apply the information here to your unique personal and/or business planning needs.

Kenleigh Nicoletta to speak at Maine Tax Forum

B&I Partnered Planning Attorney Kenleigh Nicoletta will speak at the Maine Tax Forum presented by SCORE on November 8, 2018 in Augusta, Maine. The Maine Tax Forum is a two-day program for experienced professionals providing tax advice to clients...

Client Alert: What is Probate?

“Probate” may be one of the most commonly misunderstood terms in estate planning. Put simply, probate is a court process that is intended to ensure the orderly distribution of your property to creditors, heirs and/or devisees after your death. D...