Planning for the Sale of the Family Business – Often Ignored
Planning for the Sale of the Family Business – Often Ignored Many of our clients own small businesses. They work…
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When mom and dad want to leave property to the kids jointly.
When mom and dad want to leave property to the kids jointly. Whether it’s a family’s business, ranch or cabin,…
The family cabin – mom and dad’s legacy
The family cabin – mom and dad’s legacy In our last blog entry we identified legacy as one of the…
The balancing act of estate planning.
The balancing act of estate planning. When people come in to discuss their estate planning, they often start by focusing…
Do you still need a bypass trust?
Do you still need a bypass trust? Under the 2012 Tax Act families with estates of roughly $10 million or…
What the New Tax Law Means to You
What the New Tax Law Means to You Congress avoided the so-called fiscal cliff by passing – at the 11th…