Whatever your “family” looks like, this is the perfect time to consider those who are special to you.
Category Archives: Estate Planning
08
Mar
Mar
The laws surrounding digital estate management are not keeping up with developing technology; digital estate planning can help ensure your beneficiaries…
Estate Planning, Banking + Finance, Tax + Asset Protection, Commercial Real Estate
Tips for Success When Purchasing a Business
29
Dec
Dec
Many people dream of owning their own business, which can bring a great deal of financial and career freedom if it is done successfully. However, purchasing a business can also be risky and stressful if it is not done well. Thankfully, we have compiled some of the best tips for success when purchasing a business. […]
29
Aug
Aug
For many families back-to-school time means preparing your college-bound child for life away from home. Something you may not have added to your to-do list is creating advance directives for your adult children.
26
May
May
The recent tax bill proposed by Senator Bernie Sanders would dramatically alter the estate tax landscape and would eradicate or severely limit a number of estate planning strategies that families have relied upon for decades. These changes could be effective after December 31, 2021, in part, as follows: Estate and GST tax exemptions to be […]
11
May
May
The current governmental spending, tax, financial and political climate is provoking great concern regarding controlling and preserving assets. Be proactive in protecting your wealth – consider reviewing your estate, business and tax planning options in advance of the expected “Blue Wave” Spending + Tax changes. The time to plan is now. Transferring assets in-trust can […]
31
Mar
Mar
Right now, high estate tax exemptions, historically low interest rates and valuation discounting, along with proposed Biden administration tax reform to cover pandemic debt, have created a “perfect storm” for estate and tax planning. But this window of opportunity is not expected to remain open for long. Transferring your assets to a trust now can […]
07
Jan
Jan
The Georgia runoff election held Tuesday resulted in Democrats winning both Senate seats. Given the Democratic presidency and majority in the House of Representatives, it is likely that we will see major changes to the estate and gift tax rules that could significantly limit opportunities for estate and tax planning. President-elect Biden has proposed several […]
15
Oct
Oct
The current financial and political climate urges us to think about controlling and preserving our assets. Be proactive in protecting your wealth – you may consider reviewing your estate planning options well in advance of the election and be ready to implement any changes before year-end. Consider estate planning in a way that benefits you […]
22
Sep
Sep
Due to low interest rates and other planning factors, now is a great time to implement an estate planning opportunity known as a “Sale to a Grantor Trust.” This type of transaction takes advantage of current low rates while also reducing estate tax exposure by shifting future appreciation outside of the taxable estate. A simplified […]
- 1
- 2