Potential changes in the law and the economy can threaten to render strategic opportunities in estate planning much less valuable years down the line. For any keen financial planner, it may be prudent to consider a 100-year estate plan forREAD MORE
Legacy and Estate Planning
The purchase of a home or other property is typically one of the most important milestones in a person’s life. As a homeowner or property owner, you do not want to leave such valuable possessions in the hands of theREAD MORE
Did you know? There are 28.8 million small businesses in America and 19% are owned by families. What’s more, these family-owned businesses are not just mom-and-pop ventures or husband and wife teams. They employ 60% of the US workforce andREAD MORE
Owning property means you have an estate, but not all estates are large enough to be taxed under estate laws. However, if your estate exceeds certain thresholds set by federal or state laws, you might face estate taxes. Estate taxREAD MORE
When people think about estate planning, they often consider the practical terms and provisions: the distribution of assets, appointing executors, and perhaps setting up trusts. However, for many, religion deeply influences these decisions, guiding not just the “how” but alsoREAD MORE
In today’s digital age, intellectual property (IP) stands as a cornerstone asset for individuals and businesses alike, fueling innovation, creativity, and competitive advantage. Protecting IP is not just a legal necessity but a strategic imperative to safeguard one’s creations, maintainREAD MORE
Thanksgiving, a time-honored tradition steeped in gratitude and family gatherings, offers a unique opportunity to reflect not only on the blessings we have but also to consider crucial yet often overlooked discussions about estate planning. As we gather around tablesREAD MORE
When the Tax Cuts and Jobs Act (TCJA) was passed in 2017, it brought about substantial changes to the tax code such as lowering tax rates and increasing standard deductions. Most important, it almost doubled the estate and gift taxREAD MORE
As veterans transition back to civilian life after serving our country, various challenges often accompany them, especially for those coping with disabilities incurred during their service. Estate planning becomes a critical aspect for veterans, particularly those reliant on governmental benefitsREAD MORE
Estate planning is a comprehensive process involving a range of legal and financial documents designed to protect and distribute your assets as per your wishes. While most people associate estate planning with wills, trusts, and powers of attorney, one oftenREAD MORE