Estate Planning Archives

Estate Planning Q&A: Donor advised funds explained

By RSM US LLP|2025-04-15T11:41:20-05:00April 11th, 2025|

Learn how a donor advised fund (DAF) can help you receive a current charitable deduction and achieve long-term philanthropic goals.

By RSM US LLP|2025-01-31T08:43:13-06:00August 17th, 2023|

Discover how generation-skipping tax could impact your estate planning.

By Chortek|2024-02-08T15:43:15-06:00September 5th, 2018|

Prepare for Valuation Issues in your Buy-Sell Agreement Every business with more than one […]

By Chortek|2023-11-01T11:28:02-05:00August 6th, 2018|

An FLP can save tax in a family business succession Succession Planning One of […]

By Chortek|2023-11-01T13:22:04-05:00June 12th, 2018|

The tax impact of the TCJA on estate planning Estate Planning The massive changes […]

By Chortek|2023-11-01T12:01:40-05:00May 3rd, 2018|

QTIP Trust If you want to preserve as much wealth as possible for your […]

By Chortek|2023-11-01T12:00:30-05:00March 1st, 2018|

ESTATE PLANNING TIPS The “sandwich generation” accounts for a large segment of the population. […]

By Chortek|2023-11-01T11:19:34-05:00January 29th, 2018|

Tax Cuts and Jobs Act expands appeal of 529 plans in estate planning It’s […]

By Chortek|2024-03-26T12:29:11-05:00January 17th, 2018|

Tax Cuts and Jobs Act: Key provisions affecting estate planning The Tax Cuts and […]