Estate Planning Federal Government Looks to Restrict GRATs The White House recently released its budget proposal for 2016 and one of the major aspects of the plan is … May 25, 2015 2 MIN READ
Estate Planning Long-Term Estate Planning Requires Flexibility One of the main challenges for families with wealth is planning for more than a single generation. With the uncertainty … May 22, 2015 2 MIN READ
Estate Planning, Estate Taxes Estate Tax Planning Avoids Liquidation of Estate The House of Representatives recently passed a bill that would eliminate the federal estate tax. The bill is expected to … May 20, 2015 2 MIN READ
Estate Planning Deciding if Family Should Run the Family Business Small family-owned businesses make up the crux of our nation’s economy. In 2011 there were 28.2 million small businesses in … May 15, 2015 2 MIN READ
Estate Planning Estate Planning: Who Gets the Vacation Home? Many families purchase vacation homes that they and other generations in their family can all enjoy together. However vacation homes … May 13, 2015 2 MIN READ
Estate Planning Who Owns the Art? A lawsuit recently filed in the U.S. District Court in the Southern District of Texas has challenged the Internal Revenue … May 11, 2015 2 MIN READ
Estate Planning Online Tools to Help the Executor of an Estate The responsibilities of being named as the executor of an estate can be overwhelming especially when you are still grieving … May 9, 2015 2 MIN READ
Estate Planning Being Fair in Estate Planning is Not Always Equal The common thought when estate planning is to split the inheritance equally among your children. The main goal of the … May 7, 2015 2 MIN READ
Estate Planning Coming Trends in Long-Term Care Insurance Long-term care insurance is one of the biggest topics of conversation among retirees and estate planners. The industry is going … May 1, 2015 3 MIN READ
