At the dawn of a new business, owners and entrepreneurs understandably focus their time and energy on...
This Way Out: Buy/Sell Agreements and Business Exit Strategies
Category: Estate Planning and Probate
SECURE Act 2.0 Brings More Significant Changes to the Retirement Planning Landscape. Here’s What You Need to Know.
By Robert D. Kaplow When the Setting Every Community Up for Retirement Enhancement (SECURE) Act ...
Scary Tax Law Changes – and Not Just for the Super Rich
It looks like Congress may be getting into the Halloween scary season a little bit early.
Warning – Pending Proposals in Congress May Thwart Your Estate Plan
You may be aware that proposals have been introduced in Congress that will drastically change the estate and gift tax rules.
Watch That Life Insurance Policy
A life insurance policy is a valuable asset. Life insurance serves many purposes. Life insurance proceeds can protect your family upon death and make sure that your spouse and children are taken care of
Now is the Time to Make Gifts — and I Really Mean NOW!!!!!
It has long been a maxim in estate planning that it is worthwhile to make gifts.