Tag: estate planning
Individual Tax Planning for 2021 and Beyond
As we start a new year, we wanted to share a few reminders of ways…
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Year-End Estate Planning Opportunities
Based on the expected makeup of the government next year, there are a number of…
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Year-End Tax Planning Under a Biden Presidency
Under a President Biden, significant tax law changes are possible, including as it relates to…
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Year-End Financial Planning Checklist
We highlight a few of the common themes, answer some frequent questions, and summarize steps…
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2020 Year-End Tax Planning for Individuals
As the year-end approaches, individuals, business owners and family offices should be reviewing their situations…
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Incomplete Non-Grantor (ING) Trusts for Effective Tax Planning
The incomplete non-grantor (ING) trust is a self-settled, asset protection trust that provides income tax…
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The Family Business: Leaving a Legacy
Examining opportunities for family business owners to leave legacies for their families through estate planning…
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Family Wealth Planning in a Time of Uncertainty
The current federal estate, gift, and generation-skipping transfer (GST) tax exemption is $11.58 million per…
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What About My Business Assets? A Guide to Helping Business Owners Manage Their Illiquid Wealth
Business owners should examine their business from an investment perspective and consider valuation, insurance, estate…
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Estate Planning Opportunity: Grantor Retained Annuity Trust (GRAT)
A GRAT is an irrevocable gifting trust that can make for a compelling estate planning…
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