January 12, 2015 / By: Alan Augulis, Estate Planning Attorney
Jan 12, 2015
About the research process:
Now entering its 12th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals.
Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria including; client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.
For detailed information on the Five Star Wealth Manager research methodology visit http://www.fivestarprofessional.com.
January 7, 2013 / By: Alan Augulis, Estate Planning Attorney
In case you haven’t heard, the New Year brought a new law recently signed by the President. To avoid the country from falling off the “fiscal cliff,” the “American Taxpayer Relief Act” was approved on New Year’s Day.
December 21, 2012 / By: Alan Augulis, Estate Planning Attorney
There are only a few days left before the clock strikes midnight on December 31st and the tax law changes. Or will it?
September 12, 2012 / By: Alan Augulis, Estate Planning Attorney
Our mission is to arm consumers and professional advisors in our community with the information needed to make informed decisions about their family’s and client’s future. With that purpose, we are pleased to announce the rollout of our new and improved Estate Planning website!
May 18, 2012 / By: Alan Augulis, Estate Planning Attorney
In a constant effort to stay updated with new and changing laws and to better serve his clients, Alan Augulis has recently joined the National Academy of Elder Law Attorneys (NAELA)
October 18, 2011 / By: Alan Augulis, Estate Planning Attorney
Alan Augulis was recently quoted in Karen Hube’s Washington Post article entitled “How to Minimize Estate Taxes Even if You’re Not Rich”