December 7, 2021 •
Estate Planning 
The new numbers mean that wealthy taxpayers can transfer more to their heirs tax free during life—or at death. A lot more.
Read MoreJanuary 8, 2021 •
Estate Planning 
Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.
Read MoreOctober 21, 2020 •
Estate Planning ![]()
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
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Planning for changes to the estate tax and the valuation discount for small businesses can be challenging. Here’s how to take advantage of them now.
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