Revocable living trusts: Advantages, drawbacks, and misconceptions
Life insurance is a valuable generational wealth-transfer tool.
Gift tax reporting for transfers to trusts.
Often overlooked deductions for medical capital improvements and their financing.
Three reasons why periodic reviews of estate planning documents are important.
Will contest: Could it happen to you?
Family business charters help sustain family businesses for generations.
The transfer-for-value rule: An often-overlooked life insurance tax trap.
Seven ways to create a high-performance, multi-generation family business.
The importance of a property title.
Power of third-party special needs trust to provide for disabled individuals
Six things you may not know about state estate taxes.
Business succession: Working forever? Or just planning like it?
The basics of “tax-wise” estate planning for married couples.
Estate planning for 2022: Questions to ask your clients.
Planning for business succession is key differentiator for astute entrepreneurs.
Basic benefits of an entity's structure should play a role in business planning.
Naming a guardian for minor children is an important aspect of estate planning.
Planning for art collections: Rules and tax considerations.
401(k) Rollovers: Consolidation factors to consider.
Asset protection strategies help protect small businesses and their owners.
Basic estate planning considerations and documentation.
Distinctions between personal goodwill and enterprise goodwill.
IRC §199A pass-thru business deduction: Applying the 28.57% magical W-2 formula.
When is a business valuation important?
Buy-Sell Agreements: Why every business with multiple owners should have one.
Planning for incapacity or disability.
Caring for a pet after death.
Connelly v. U.S. decision allows proceeds of corporate-owned life insurance to be included in estate tax value of shares.
SALT cap work-arounds for pass-through entities can decrease individual taxes.
Does Levine case signal renewed life for intergenerational split-dollar planning?
Business owners may be eligible for tax-free gains on the sale of qualifying small business stock under IRC §1202.
Revised RMD tables enhance tax-deferral opportunities in retirement savings plans.
Building a business: Entity selection and forms of organization
Your vacation home: Enjoy it while you are alive, and plan for it at your death.
Planning for the sudden death of family business founder or key executive.
Tax loss harvesting may reduce the pain of stock market losses.
Understanding the probate process.
Adding flexibility to ILITs
Life Insurance 101: An overview of term life policies versus whole life policies
Non-qualified deferred compensation plans: A tool for employers to attract and retain top talent.
Do’s and don'ts for employing children in a family business.
Key-person insurance: A valuable and important tool for business owners.
Reasons to consider naming a trust as beneficiary of your retirement assets.
Community property trust may reduce potential taxes for married couples.
Passing assets through trusts can help protect your family's estate.
Gifts to charitable remainder trusts can provide tax benefits for donors.
IRA distributions to a CRT can provide asset protection and retirement income.
The impact of rising interest rates on estate planning strategies.
