Selling your business is a major milestone that can change your financial life almost overnight. Assets that were once in a single company may suddenly become liquid, diversified, and ready for reinvestment. And your old estate plan? It may noREAD MORE
Asset Protection
The One Big Beautiful Bill Act (OBBBA), passed on July 4, 2025, reverses the Tax Cuts and Jobs Act (TCJA) sunset. Estate planning and coordination with CPAs is still essential, but the framework families plan within has changed. Here’s howREAD MORE
When one spouse is a U.S. citizen and the other is not, estate and gift tax planning becomes more complex. Without careful attention to the special rules for a non-citizen spouse estate tax, couples may face unexpected tax pitfalls. It’sREAD MORE
If you own a business, then one of your top priorities is to protect your business assets. Owning a company comes with risks — accidents, natural disasters, theft, lawsuits — all which can cause serious setbacks. Because these risks sometimesREAD MORE
Charitable giving can be one of the most rewarding ways to do good, but without careful planning, it can also create unexpected challenges. Many donors assume their significant gifts will automatically make an impact, but there are common problems philanthropistsREAD MORE
For car guys and gals, collecting classic cars is more than a hobby. It’s a passion that captures the nostalgia and thrill of driving iconic cars. From the craftsmanship of a Mustang to the sleek style of a Porsche orREAD MORE
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
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
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
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