May 17, 2021 •
Estate Planning 
The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax 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 MoreDecember 10, 2020 •
Estate Planning ![]()
One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.
Read MoreNovember 30, 2020 •
Estate Planning ![]()
To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.
Read MoreSeptember 11, 2020 •
Estate Planning ![]()
Develop a successful transition plan that will provide for you, your heirs and your business.
Read MoreMay 14, 2020 •
Estate Planning ![]()
The proliferation of digital footprints in our online communities raise demand for consumer tools and options for dealing with digital assets upon incapacity and death.
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