Tag: estate planning

Individual Tax Planning in 2021
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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Estate Planning - Family Generations
Year-End Estate Planning Opportunities

Based on the expected makeup of the government next year, there are a number of…

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Tax Planning Under a Biden Presidency
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
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
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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ING Trusts for Tax 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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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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