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Entrepreneur’s Guide to Estate Planning in 2022

Many entrepreneurs find their lives consumed by their businesses. With a laser focus on their goals, some of the most successful people in business forget to create an estate plan. While your business might be your legacy, all will be…
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Navigating the Estate Planning Landscape in 2022

The only constant in estate planning is change. While you can do your best to be proactive and stay abreast of changing regulations, it seems there is always something new with which to contend. Despite all the uncertainty, there have…
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Estate and Gift Tax Rate Hikes: What Does This Mean for You?

Earlier in the year, Senator Bernie Sanders proposed new legislation that could make waves in the estate planning world. The “For the 99.5 Percent Act” was introduced, increasing the odds of sweeping federal estate and gift tax reforms during the…
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Family Gifts: What To Do & What Not To Do

Generosity can be a beautiful thing. There is nothing quite like working hard for a living and sharing what you have earned with your loved ones. Unfortunately, though, there are some limitations on that sense of generosity when it comes…
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Get a Life Insurance Check-up to Be Sure the Prognosis Is Good

Insurance planning shouldn't begin until there's been some financial planning, according to CNBC in its article “3 life insurance mistakes you can easily avoid.” They cite three common mistakes that can be easily avoided or fixed: Not enough insurance. About…
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The 411 on the Generation-Skipping Trust

The estate tax impacts just a small number of Americans, but those who are affected have a heavy burden. At the tax rate of 40%, estate tax is onerous enough to make efforts to avoid at all costs, especially those…
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