Tag: estate planning

Family Business Legacy Planning
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
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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Managing Your Illiquid Wealth
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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Grantor Retained Annuity Trust (GRAT)
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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Building a Future for Your Family Business
Building a Future for Your Family Business

In this whitepaper, we examine some of these challenges facing today’s family-owned businesses as well…

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Double Exposure Financial Graphs over Individual working on laptop
Year-End Tax Planning Opportunities: Roundup for Individuals

Despite the litany of holiday emails and advertisements, December isn’t over yet, and that means…

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Business and statistics concept.
2019 Year-End Tax Planning for Individuals

Paying your individual income taxes likely represents one of the largest outlays of the year,…

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High modern skyscrapers at sunset
Estate Planning Considerations for Business Owners

Regardless of whether your exit plan includes a transition to another owner or an acquisition…

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Real Estate Growth & Opportunity Whitepaper
Real Estate Companies: Driving Growth & Opportunity

In this whitepaper, we address three critical elements to real estate company success — taxes,…

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Pen laying on legal papers for signature
MFA’s Jerry Mahan Named President of Essex County Estate Planning Council

The MFA Companies® is pleased to announce Jerry Mahan has been nominated president of the…

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