#TaxPlanning
March 1, 2024
Business Executive/Business Owner–Estate Planning
Demystifying Estate Myths & Answering FAQs Myth 1: “I’ve nailed it with beneficiary designations for my accounts and insurance. “ Let’s dive…
February 16, 2024
Crafting Your Legacy: Advanced Trust Strategies for Business Executives
Business Executive/Business Owner–Estate Planning–Part Two As a business executive, your vision and strategy have not only propelled your career but have also…
January 29, 2024
Considerations to Maintaining Control While Giving Away Your Money with a Grantor Retained Interest
Are you at or nearing the estate tax threshold and own a home, other property, or accounts that could appreciate in the…
January 15, 2024
Maximizing Your Legacy: Smart Estate Planning Strategies for High Net Worth Individuals
As an Estate Planning and Administration attorney, I understand the value of hard work and the desire to share your success with…
January 9, 2024
Exploring Qualified Personal Residence Trusts: A Key Estate Planning Strategy
In recent years, American estates have benefited from high estate tax exemption rates, sparing many from complex estate planning tactics to dodge…
