• Prepare For Valuation Issues in Your Buy-sell Agreement

Prepare For Valuation Issues in Your Buy-sell Agreement

By Chortek|2021-08-17T10:14:31-05:00September 5th, 2018|

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

An FLP can save tax in a family business succession

By Chortek|2021-08-17T10:22:36-05:00August 6th, 2018|

Succession Planning One of the biggest concerns for family business owners is Succession Planning — […]

• The tax impact of the TCJA on estate planning

The tax impact of the TCJA on estate planning

By Chortek|2021-08-17T10:16:38-05:00June 12th, 2018|

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

Provide for your spouse, then your kids, with a QTIP trust

By Chortek|2021-08-17T10:21:58-05:00May 3rd, 2018|

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

• 5 estate planning tips for the sandwich generation

5 estate planning tips for the sandwich generation

By Chortek|2021-08-17T10:16:09-05:00March 1st, 2018|

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

Tax Cuts and Jobs Act expands appeal of 529 plans in estate planning

By Chortek|2021-08-17T09:33:01-05:00January 29th, 2018|

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

Tax Cuts and Jobs Act: Key provisions affecting estate planning

By Chortek|2021-08-17T10:24:40-05:00January 17th, 2018|

The Tax Cuts and Jobs Act of 2017 (TCJA) is a sweeping revision of […]