LASSUS ARTICLE APPEARS IN SCHWAB ON LINE INVESTING MAGAZINE
Diahann W. Lassus, CPA, CFP™ practitioner, and President of Lassus Wherley & Associates, P.C. authored an article for publication in Charles Schwab’s On Line Investing Magazine. The article, titled “The Family Friendly Trust” discusses the pros and cons of Bypass trusts and how Bypass trusts can help protect heirs from unnecessary taxes.
Lassus Wherley & Associates is a wealth management firm with offices in New Providence, New Jersey and Naples, Florida, providing fee-only comprehensive financial services, including financial planning, investment management, tax and family office services. The Lassus Wherley web site is www.lassuswherley.com.