The Thanksgiving holiday week is well-known to be the heaviest travel time of the year, bringing families and friends together…
A Qualified Personal Residence Trust (QPRT) can be a useful estate planning tool for strategically reducing gift and estate tax…
Most people are aware that disinheriting someone is the intentional act of preventing a person from receiving a share of…
Most people are familiar with the basic needs of an estate plan: Will, Revocable Living Trust, Durable Power of Attorney…
With the expected gift tax changes looming on the horizon, many clients are looking at ways to restructure estate plans…
The estate and gift tax exemption amount (currently $12.92 million per individual and $25.84 million for married couples) reverts…
It's incredible how much life changes from year to year. The changes may seem small as they happen, but they…
Through proper planning, a gift you choose to leave can be encouraging, inspiring, or even life-changing. There are several ways…
Estate Planning Unplanned Inheritance When an owner dies, without specific planning, their business interest becomes a part of their estate.…