June 22, 2021 •
Estate Planning ![]()
People tend to think of ‘529’ education-savings plans as an excellent way to save and invest tax-free for college or schooling costs, and they are.
Read MoreJune 1, 2021 •
Estate Planning ![]()
These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
Read MoreMarch 31, 2021 •
Estate Planning ![]()
Studies have shown that the number of family businesses owned by second generations and third generations dramatically decline for a number of reasons. One large reason is the lack of business succession planning for the family business.
Read MoreSeptember 1, 2020 •
Estate Planning ![]()
When creating an estate plan, one important question to consider is how to handle the transfer of personal property, including your home. A Qualified Personal Residence Trust, or QPRT, is something you may decide to create to minimize gift and estate taxes associated for your heirs.
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