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IRS Invalidates Discounts Used in an FLP Formed Shortly Before Death

November 20, 2024

What is the Difference Between a Private Foundation and a Donor-Advised Fund?

October 15, 2024
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IRS Announces Changes to Estate and Gift Tax Exemptions for 2024

November 21, 2023

Tax & Wealth Advisor Alert–Understanding the “Step-Up in Tax Basis”

August 11, 2023

Section 1202 Stock: An Attractive Tax Benefit for Investors in Small Businesses

July 17, 2023

Tax & Wealth Advisor Alert: Powers of Appointment – A Tool to Add Flexibility Into an Estate Plan

May 30, 2023

Selecting a Fiduciary – One of the Most Important Decisions in an Estate Plan

April 13, 2023

Charitable Remainder Trusts, A Dynamic Estate Planning Tool to Reduce Taxes and Do Good

March 28, 2023

Donor-Advised Funds, a Great Way to Do Charitable Giving

March 14, 2023

Qualified Personal Residence Trusts – A Planning Technique to Save the Family Home from Estate Taxes

March 6, 2023

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

February 28, 2023

Spousal Lifetime Access Trusts, A Powerful Estate Planning Tool for Complex Estates

February 2, 2023

How Does Life Insurance Work with an Estate Plan?

September 15, 2022

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

July 26, 2022

What is an Estate Plan?

May 12, 2022

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Carl Holborn

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  • O'Neil, Cannon, Hollman, DeJong & Laing S.C.
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