July 28, 2022 •
Estate Planning 
No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.
Read MoreJune 27, 2022 •
Estate Planning 
Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
Read MoreDecember 2, 2021 •
Estate Planning 
A recipient of a gift does not pay income taxes on the gift. However, the gift-giver may pay gift taxes, unless one of two exemptions applies.
Read MoreApril 21, 2021 •
Estate Planning ![]()
Advocates are celebrating an important victory for individuals who provide care for their parents at home. The new decision will likely lead to a substantial expansion in the number of homes transferred to those caregivers.
Read MoreJanuary 18, 2021 •
Estate Planning ![]()
Like a lot of estate planning vehicles, irrevocable trusts work very well for some purposes—particularly for tax avoidance and asset protection—and not so well for other purposes.
Read MoreDecember 2, 2020 •
Estate Planning ![]()
We currently have the highest estate tax exemption and the lowest intra-family interest rates in history. That combination alone is significant, but when mixed with the potential for lower estate and gift tax exemptions and depressed business valuations, you have a potent catalyst for transitioning ownership.
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