What is the Difference Between a Private Foundation and a Donor-Advised Fund?
IRS Announces Changes to Estate and Gift Tax Exemptions for 2024
Tax & Wealth Advisor Alert–Understanding the “Step-Up in Tax Basis”
Section 1202 Stock: An Attractive Tax Benefit for Investors in Small Businesses
Tax & Wealth Advisor Alert: Powers of Appointment – A Tool to Add Flexibility Into an Estate Plan
Selecting a Fiduciary – One of the Most Important Decisions in an Estate Plan
Charitable Remainder Trusts, A Dynamic Estate Planning Tool to Reduce Taxes and Do Good
Donor-Advised Funds, a Great Way to Do Charitable Giving
Qualified Personal Residence Trusts – A Planning Technique to Save the Family Home from Estate Taxes
Tax & Wealth Advisor Alert: Irrevocable Life Insurance Trust, a Technique to Eliminate Estate Taxes on Life Insurance Proceeds and to Provide Liquidity to an Estate Plan
Spousal Lifetime Access Trusts, A Powerful Estate Planning Tool for Complex Estates
How Does Life Insurance Work with an Estate Plan?
An Educational Business Series for Success: Defining How Ownership Interest(s) Can Be Transferred if One or More of the Owners Can No Longer or Do Not Want to Continue in the Business