Options to Protect Special Property
Think of a unique piece of property. Maybe it’s a plot of land you own that is situated perfectly to be added to the Badger Mountain trail system. Maybe it’s…
Think of a unique piece of property. Maybe it’s a plot of land you own that is situated perfectly to be added to the Badger Mountain trail system. Maybe it’s…
Donor Advised Funds have gained in popularity in recent years. They provide an easy way to facilitate charitable giving, they can increase tax savings, and they can be creatively employed…
Of course, there are many options available to pay for the education of a loved one. There are direct gifts, state-sponsored 529 plans, and educational savings accounts, to name a…
Financially successful individuals often contemplate the highest and best use of their assets. In some cases, those same individuals have decided that the natural objects of their bounty (i.e. the…
If you are a business owner that: (1) is looking towards succession planning and the option of selling your interest in a business; (2) has inclinations towards charitable giving; and…
At death, there is a little-known tax benefit that the federal government provides. It is an adjustment to tax basis and it can have a profound effect on the taxation…
Above all else, two issues impact the complexity and time and cost of the administration of a person’s estate more than the rest: the assets and the heirs. One of…
At this time of year when high school students apply to the colleges of their dreams and matriculates return to their studies, it is important to consider your own situation…
Let’s assume that the patriarch of a local manufacturing business is ready to determine the best way to transition ownership of the business to his daughter. The patriarch, John, and…
The concept of gifting is simply that you give something to someone or something for no value in return. That is, the donor gives something worth value to the donee…