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How Wealthy People Save on Taxes—Can Regular People Do the Same?

July 3, 2023

The wealthiest taxpayers have many tools at their disposal to pay less to Uncle Sam. Some tactics, like donating to charity via trusts, might seem far-fetched but are perfectly legal.

Estate Planning

Estate Planning Includes More Than a Will

June 30, 2023

The term ‘estate planning’ conjures specific ideas about leaving assets to heirs, fighting over Mom’s jewelry and lengthy entanglements with the probate court.

Estate Planning

What Should I Do Now for a Successful Business Succession?

June 29, 2023

If there’s one thing that’s certain, it’s life’s uncertainty. While we all hope for the best, as a business owner, it’s important to be prepared for anything. Having an answer to life’s curveballs can help you stay in business, ensure that your legacy lives on, and that your business partners and family are taken care of.

Estate Planning

How Do Beneficiary Designations Work?

June 28, 2023

When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s time for a review!

Estate Planning

How Estate Planning Transfers Business Interest with Limited Liability Companies

June 27, 2023

An LLC is a particularly flexible form of business entity that is governed by statute and most often is organized in the estate planning context as a ‘manager managed’ LLC.

Estate Planning

Do You Pay Taxes on Gifts From Parents?

June 26, 2023

In an effort to keep taxpayers from transferring wealth from one generation to the next tax-free, there are specific limits to the amount of gifts one may give to any one person each year.

Estate Planning

Should Your Estate Plan Include a Family Trust?

June 22, 2023

Unless you’re a member of the Addams family, thinking about death probably isn’t your favorite afternoon activity. However, not thinking about it can cause even more pain when death ultimately does come knocking.

Estate Planning

Estate Planning Lessons from Elvis’ Mistakes

June 21, 2023

Elvis’ estate planning failures certainly adversely affected the life of his daughter, Lisa Marie, and have carried over into issues with her estate.

Estate Planning

Ever Wonder How the Very, Very Rich Pass Wealth to Their Children?

June 20, 2023

If you’re part of the baby boomer generation, you may be in the process of making plans to pass on any assets you have to your children and other beneficiaries.

Estate Planning

How Gifting and Joint Ownership Can Go Wrong

June 19, 2023

There is a popular misperception among many seniors that in order to protect their assets from creditors, including the cost of nursing home care, they should consider gifting their assets to their children.

Previous 1 2 3 4 5 6 7 8 9 10 11 12 13 14 Next

How Wealthy People Save on Taxes—Can Regular People Do the Same?

Estate Planning Includes More Than a Will

What Should I Do Now for a Successful Business Succession?

How Do Beneficiary Designations Work?

How Estate Planning Transfers Business Interest with Limited Liability Companies

Do You Pay Taxes on Gifts From Parents?

Should Your Estate Plan Include a Family Trust?

Estate Planning Lessons from Elvis’ Mistakes

Ever Wonder How the Very, Very Rich Pass Wealth to Their Children?

How Gifting and Joint Ownership Can Go Wrong

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