Business Succession Planning Insights

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If you’re putting aside money for college or other educational expenses, consider a tax-advantaged 529 savings plan. Also known as “college…

Federal estate tax liability is no longer an issue for many families, now that the gift and estate tax exemption stands at $11.4 million for…

You probably don’t have to be told about the need for a will. But do you know what provisions should be included and what’s best to leave…

When drafting your estate plan, you and your attorney must account for what happens to your children and your assets after you die. But your…

If you own an interest in a closely held business, it’s critical to have a well-designed, properly funded buy-sell agreement. Without one,…

Deducting business losses for pass-through entities It’s not uncommon for businesses to sometimes generate tax losses. But the tax law limits…

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