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 …
If you are a business owner that: (1) is looking towards succession planning and the option of selling your interest in a …
At death, there is a little-known tax benefit that the federal government provides. It is an adjustment to tax basis and it …
Above all else, two issues impact the complexity and time and cost of the administration of a person’s estate more than the …
At this time of year when high school students apply to the colleges of their dreams and matriculates return to their studies, …
Let’s assume that the patriarch of a local manufacturing business is ready to determine the best way to transition ownership of the …
The concept of gifting is simply that you give something to someone or something for no value in return. That is, the …
Few words evoke such strong negative imagery as the term “probate.” For most people, they are not sure exactly what probate entails, …
