Tag: estate planning
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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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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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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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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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 Companies: Driving Growth & Opportunity
In this whitepaper, we address three critical elements to real estate company success — taxes,…
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