Perkins Wealth Advantage answers these 54 questions and many more for their clients.

Searching for an Estate Planning Attorney Who is Experienced in Working with High-Net-Worth Families? Here are Four Questions You Should Ask

Five demographics who should consider a Roth IRA Conversion: Recent retirees, individuals in poor health with a looming estate tax bill, families who plan to leave a legacy to heirs, business owners with abnormally low taxable income for one year, and anyone who wants to limit their lifetime tax bill