Estate

In March 2020, about 804,398 new businesses had been created in the preceding year.1 All individuals pursuing the dream of exercising their entrepreneurial muscles, will… Read More »Choosing a Business Structure

When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and… Read More »Understanding the Alternate Valuation Date

Raising a child is expensive and can cost about a quarter of a million dollars, excluding college. For a child with special needs, that cost… Read More »4 Steps to Protecting a Child with Disabilities

The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; however, it may not… Read More »A Primer on Irrevocable Life Insurance Trusts

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.What is a… Read More »A Living Trust Primer

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller… Read More »Revising Estate Strategy Assumptions

If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.1 Unlike a typical… Read More »Yours, Mine, and Ours: Estate Strategies for Second Marriage

You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need to think about estate management?1Here… Read More »Four Reasons Millennials Need an Estate Strategy

Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.1 How to… Read More »Four Steps to Valuing an Estate

Passing your estate to an heir with credit problems or a gambling or alcohol addiction might not only lead to that wealth being squandered, but… Read More »When Heirs are Imperfect