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 …
One challenge for the business owner is attracting and retaining key personnel. This challenge permeates all businesses from the largest to the …
What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time …
Think of a unique piece of property. Maybe it’s a plot of land you own that is situated perfectly to be added …
Donor Advised Funds have gained in popularity in recent years. They provide an easy way to facilitate charitable giving, they can increase …
Of course, there are many options available to pay for the education of a loved one. There are direct gifts, state-sponsored 529 …
Financially successful individuals often contemplate the highest and best use of their assets. In some cases, those same individuals have decided that …
