Estate Planning

With most tax planning, there are certain strategies that are generally effective and shouldn’t be…

Because of the COVID-19 pandemic and the resulting economic turndown in some areas, you may…

An irrevocable trust has long been a key component of many estate plans. But what…

In some cases, it may be desirable to move a trust to a more favorable…

The “sandwich generation” is a large segment of the population. These are people who find…

Owning assets jointly with one or more of your children or other heirs is a…

One benefit of the current federal gift and estate tax exemption amount ($11.7 million in…

If you and your spouse have similar irrevocable trusts that benefit each other, it’s important…

Even though the federal gift and estate tax exemption is currently very high ($11.7 million…

It’s been estimated that there are roughly 5 million family-owned businesses in the United States. Annually,…