A parent can structure a gift of $1M to a child today such that neither the child nor the parent will pay …
Whether you know it or not, your “estate” is comprised of different assets with different attributes. Some of your assets will be …
Commonly called “Probate,” the laws that dictate the handling of a person’s assets after their death usually depend on the state …
Diversity comes in many forms and many related ways of accommodating different needs. When parents are planning for the needs of children …
In 2019, The SECURE Act changed the rules concerning the distributions from pre-tax Individual Retirement Accounts (IRAs) inherited through beneficiary designation (a …
As Benjamin Franklin once said, “In this world nothing can be said to be certain, except death and taxes.” Taxes come in …
Parents that have built a successful business and have raised capable children might find the proposition of selling the family business to …
In most families, the parents dream of leaving a legacy to their children. Of course, the parents want to create a legacy …
With the holiday season upon us and tidings of good cheer in the air, our collective instincts for generosity often peak. It’s …
