Naming a guardian for minor children is an important aspect of estate planning.
Planning for art collections: Rules and tax considerations.
Asset protection strategies help protect small businesses and their owners.
Buy-Sell Agreements: Why every business with multiple owners should have one.
Basic estate planning considerations and documentation.
When is a business valuation important?
Caring for a pet after death.
Business owners may be eligible for tax-free gains on the sale of qualifying small business stock under IRC §1202.
Building a business: Entity selection and forms of organization
Your vacation home: Enjoy it while you are alive, and plan for it at your death.
Tax loss harvesting may reduce the pain of stock market losses.
IRA distributions to a CRT can provide asset protection and retirement income.
The impact of rising interest rates on estate planning strategies.
Revocable living trusts: Advantages, drawbacks, and misconceptions
Understanding the probate process.
Life Insurance 101: An overview of term life policies versus whole life policies
Non-qualified deferred compensation plans: A tool for employers to attract and retain top talent.
Do’s and don'ts for employing children in a family business.
Key-person insurance: A valuable and important tool for business owners.
Donor advised funds: the Swiss Army knife of charitable planning.
Community property trust may reduce potential taxes for married couples.
Life insurance is a valuable generational wealth-transfer tool.
Passing assets through trusts can help protect your family's estate.
Gifts to charitable remainder trusts can provide tax benefits for donors.
Creative charitable giving ideas
Charitable gifts with retained life estates
Gift tax reporting for transfers to trusts.
Three reasons why periodic reviews of estate planning documents are important.
Split dollar life insurance arrangements
Trustee selection considerations.
Six things you may not know about state estate taxes.
The basics of “tax-wise” estate planning for married couples.
