Gift Tax

Apr 22, 20223 min read

Entrepreneur’s Guide to Estate Planning in 2022

Many entrepreneurs find their lives consumed by their businesses. With a laser focus on their goals, some of the most successful people...

Feb 23, 20223 min read

Navigating the Estate Planning Landscape

The only constant in estate planning is change. While you can do your best to be proactive and stay abreast of changing regulations, it...

Nov 22, 20212 min read

Estate and Gift Tax Rate Hikes: What Does This Mean for You?

Earlier in the year, Senator Bernie Sanders proposed new legislation that could make waves in the estate planning world. The “For the...

Oct 21, 20213 min read

Family Gifts: What To Do & What Not To Do

Generosity can be a beautiful thing. There is nothing quite like working hard for a living and sharing what you have earned with your...

Nov 3, 20162 min read

Get a Life Insurance Check-up to Be Sure the Prognosis Is Good

Insurance planning shouldn’t begin until there’s been some financial planning, according to CNBC in its article “3 life insurance...

Oct 7, 20162 min read

The 411 on the Generation-Skipping Trust

The estate tax impacts just a small number of Americans, but those who are affected have a heavy burden. At the tax rate of 40%, estate...

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