Jan.16, 2023
Does Your Family Business’s Succession Plan Include Estate Planning Strategies?
Family-owned businesses (both large and small) face distinctive challenges when it comes to succession planning. For exa...
Aug.8, 2022
Probate and How to Avoid it
What is it? Probate is the formal legal process that recognizes a will (if one exists) and appoints a representative/ad...
Jul.11, 2022
Estate Planning with Minor Dependents
Married and unmarried couples with minor children need to think about their plans for their children’s care if the unthi...
Mar.4, 2022
Who Needs An Estate Plan? Everyone!
First, what is an estate plan? An estate plan clarifies a person’s wishes and can help reduce the cost and time of admin...
Nov.3, 2021
Gift tax annual exclusion: plan ahead for year-end gifts
As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ...
Oct.8, 2019
Getting a divorce? There are tax issues you need to understand
In addition to the difficult personal issues that divorce entails, several tax concerns need to be addressed to ensure t...