The OBBBA's estate planning changes aren't just for the ultra-wealthy. Mid-wealth families face real risks and opportunities under the new law. Here's why.... | read more >
Why Mid-Wealth Families Need Estate Planning Now Under the OBBBA
Essential Estate Planning for Mid-Wealth Families under OBBBA Today
Tax Efficiency Strategy Planning and other suggestions
"We have been clients of Michael Tierney for over 15 years. Michael stays well attuned to the various market issues and specifically follows strategists who have proven track records and philosophies. His frequent news emails have been especially helpful in keeping us informed of market happenings with his ongoing thoughts and educating us. On a more personal note, Michael has always been easily approachable, encouraging us to call anytime to answer questions or entertain ideas. There have also been personal business visits during which we appreciate Michael’s warmth and friendliness. His assistants through the years have also been very helpful in handling any necessary matters."
Client of over 15 years
Robertson Stephens Wealth Management, LLC. customer review
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