Beware and be aware of the generation-skipping transfer tax
Discover how generation-skipping tax could impact your estate planning.
Prepare For Valuation Issues in Your Buy-sell Agreement
Valuation in Buy-sell Agreement Every business with more than one owner needs a buy-sell […]
An FLP can save tax in a family business succession
Succession Planning One of the biggest concerns for family business owners is Succession Planning — […]
The tax impact of the TCJA on estate planning
Estate Planning The massive changes the Tax Cuts and Jobs Act (TCJA) made to […]
Provide for your spouse, then your kids, with a QTIP trust
QTIP Trust If you want to preserve as much wealth as possible for your […]
5 estate planning tips for the sandwich generation
ESTATE PLANNING TIPS The “sandwich generation” accounts for a large segment of the population. […]
Tax Cuts and Jobs Act expands appeal of 529 plans in estate planning
It’s common for grandparents to want to help ensure their grandchildren will get a […]
Tax Cuts and Jobs Act: Key provisions affecting estate planning
The Tax Cuts and Jobs Act of 2017 (TCJA) is a sweeping revision of […]