The future often weighs heavier on the shoulders of family business owners. Their companies aren’t just “going concerns” with operating…
Estate planning isn’t just about sharing wealth with the younger generation. For many people, it’s equally important to share one’s…
Gift Tax Compliance in 2023: What You Need to Know As the calendar pages turn, it’s crucial to remember not…
Most people are happy to receive an inheritance. But there may be situations when you might not want one. You…
Few estate planning subjects are as misunderstood as probate. But circumventing the probate process is usually a good idea, and…
With the gift and estate tax exemption amount at $12.92 million for 2023, only a small percentage of families are…
You’d be surprised how often people fail to disclose foreign assets to their estate planning advisors. They assume that these…
You’d be surprised how often people fail to disclose foreign assets to their estate planning advisors. They assume that these…
The death of a spouse is a devastating, traumatic experience. And when it happens, dealing with taxes and other financial…
The term “probate” is one you’ve probably heard and might associate with negative connotations. But you may not fully understand…