Loyal readers of this blog (thank you!) know that my position on succession planning is that success depends primarily on…
Part one of this blog post focused on why trusts protect people from themselves and others. But, will our client’s…
As a management tool, trusts accomplish two goals. One, they protect people from their own financial immaturity. For example, about…
Estate planners should now focus less on transfer taxes and more on income taxes when building a plan that provides…
Individuals who own Qualified Small Business Stock (QSBS), depending on when the corporation was formed, may have the ability to…
The IRS may very soon have another arrow in its quiver to attack valuation discounts on transfers of equity interests…
People describe an estate plan in a number of ways. Some people use very technical jargon, focusing on the specific…
The statistics are surprising. Only 3 in 10 American adults have a Will, and a much lower percentage have the…
I hate the term procrastination. Why? It has a negative connotation. I think instead, to be fair, when evaluating behavior…
Keen observers of human behavior know a couple of things to be true. 1. In the absence of information, people…